《大行报告》大摩:Nike在内地销售录双位数增长 料对滔博(06110.HK)影响正面
大摩发表的研究报告指,Nike於8月份的季度,在内地市场销售按固定汇率计录逾20%的增长,估计批发渠道将有中单位数至高单位数百分比的增长。而在电商渠道销售录30%增长,零售店亦录双位数百分比增长,而正价货期内销售亦有提升,实体店人流持续提升至接近去年同期水平,认为反映滔博(06110.HK)在6-8月销售增长亦正面。
该行相信滔博作为公司主要夥伴,在疫情後将自Nike获得更多资源,相信有利销售增长及毛利率扩张,估计公司Adidas方面的业务亦会有类似势头,而Nike股价盘後升约13%,料滔博亦会有正面反应,予「增持」评级,目标价13.1元。(el/k) ~
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