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《大行报告》野村升安踏(02020.HK)目标价至150.6元 库存正常化後今年前景佳
阿思达克 01-14 14:40
野村发表报告表示重申对安踏体育(02020.HK)「买入」评级,上调目标价由139.1元升约8%至150.6元,此相当预测2021财年市盈率40倍或动态市盈率1.27倍,与国际同业估值一致,指现股价相当於预测2021财年市盈率37.5倍。

该行指,从安踏去年第四季业绩显示其库存水平已正常化,料今年毛利率来迎来扩张水平,估计来自Amer溢利於今年改善,并相信公司已具良好定位及拥多元品牌,在长线提升市场份额。

野村料安踏於2020年至2022年纯利预测各为53.38亿、83.41亿及101.49亿人民币。

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