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《大行报告》大摩:Puma4月电商销售升77% 显示行业需求强 料利好申洲(02313.HK)
阿思达克 05-08 14:39
摩根士丹利发表研究报告,指运动品牌PUMA首季销售录13亿欧元,按年下跌1.5%,较该行及市场预期分别高出2%及3%,主要是受惠於欧洲、中东、非洲及美洲,以及鞋类产品的销售略高。由於未来的可见度仍低,因此公司仍未能提供第二季及全年指引,但此情况可以理解,所以这不会影响亚太区代工生产业务的市场气氛。

该行又引述PUMA指,相信在疫情後运动服饰行业有望处於强势地位,因为人们开始尽可能地多做运动,有望增强运动品牌的影响力。该行认为,这令市场对亚洲代工生产的中期前景产生正面情绪定下良好的基本面,而不是只关心短期的疲弱表现。

另外,PUMA表示9月及10月份的部分生产订单已减少,但中国零售商第四季的订单情况仍乐观,而这对申洲(02313.HK)有利好作用,看好其业务模式与同业不同,有助其在行业整合期间获得市场份额。

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