《大行報告》美銀證券上調安踏(02020.HK)目標價至83.3元 升李寧(02331.HK)目標價至29.5元
美銀證券發表報告表示,於新冠肺炎疫情間,內地體育用品於零售行業中率先復甦,主要品牌的零售額轉為正增長,且預算水平由3-4月的50%及80%恢復至5月的約90%;同時,零售折扣仍然相對較大,以加快庫存清理及刺激需求,而「618網購節」對6月銷售表現亦至關重要。
該行重申對其覆蓋之體育用品股予「買入」評級,主因可藉機增加市佔率及對內地體育用品市場的正面看法,更預期今年下半年持續改善銷售表現。基於安踏(02020.HK)合營公司Amer之較高虧損預期,該行下調其今年每股盈測7%;則維持李寧(02331.HK)及滔博(06110.HK)盈測,上調安踏及李寧目標價平均6%,至分別為83.3元及29.5元。
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