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大和:體品股股價調整過度 重申對行業正面評級
格隆匯 04-02 17:24

大和總研發表研究報告指,新型冠狀病毒對國內運動服飾行業的影響可能短暫,因為其以零售為重點的庫存管理系統,為下半年預測出現的V型反彈做好準備,預計行業領導者將從中受益,加上疫情過後行業加速整合和健康意識增強,因此該行重申對行業的正面評級。該行指,其股票偏好依次為安踏(2020.HK)、滔搏(6110.HK)、李寧(2331.HK)、寶勝國際(3813.HK)、特步國際(1368.HK)。

大和指出,國內運動服飾品牌最近的股價調整過度,目前估值低迷,為長期投資者提供了購買機會,認為未來幾年行業仍有結構性增長。該行續指,不同公司都擁有自己的成本控制措施和成本基礎優化措施,疫情可能會將今年的營業利潤影響減至0-4個百分點以內。

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