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《大行報告》大摩:Nike在內地銷售錄雙位數增長 料對滔博(06110.HK)影響正面
阿思達克 09-23 14:30
大摩發表的研究報告指,Nike於8月份的季度,在內地市場銷售按固定匯率計錄逾20%的增長,估計批發渠道將有中單位數至高單位數百分比的增長。而在電商渠道銷售錄30%增長,零售店亦錄雙位數百分比增長,而正價貨期內銷售亦有提升,實體店人流持續提升至接近去年同期水平,認為反映滔博(06110.HK)在6-8月銷售增長亦正面。

該行相信滔博作為公司主要夥伴,在疫情後將自Nike獲得更多資源,相信有利銷售增長及毛利率擴張,估計公司Adidas方面的業務亦會有類似勢頭,而Nike股價盤後升約13%,料滔博亦會有正面反應,予「增持」評級,目標價13.1元。(el/k) ~

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