《大行報告》大摩相信安踏(02020.HK)股價30日內將升 評級「增持」
摩根士丹利發表技術分析報告,預料安踏體育(02020.HK)股價30日內將升,發生機會率料70%至80%,予其股份「增持」評級,目標價161元。
該行表示,在美國十年期國債收益率上升,及板塊輪換等宏觀背景改變下,相信中資體育服飾股近日的回調已令估值變得吸引,因行業有潛在的強勁銷售及盈利復甦。
大摩估計,集團即將於本月公布的去年業績,及4月公布的今年首季銷售更新將為催化劑,隨著渠道庫存減少,相信行業龍頭的業務不會有大幅下行空間。該行預期安踏今年盈利將增長55%,明年則增長30%。
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