《大行報告》匯豐研究升安踏(02020.HK)目標價至157.8元 首季營運表現強勁
匯豐環球研究發表報告指,安踏體育(02020.HK)受惠於線上增長和新疆棉花事件,首季零售銷售強過預期,加上旗下高端系列表現理想,決定將其目標價,由145.6港元上調至157.8港元,此相當預測今明兩年預測市盈率各35.5倍及28.8倍,維持「買入」。
該行指將安踏今年收入增長預測由之前34%提高至39%,估計安踏、Fila及其他品牌的收入將分別增長41%、55%、60%,並將對其2020至2323年度的收入複合年均增長率預測,由此前的25.8%上調至28.9%。
匯豐環球研究表示,上調對安踏今年每股盈利預測3.1%,由2.79元升至2.88元人民幣,並調高對其明年每股盈利預測7.5%,由3.4元升至3.65元人民幣。
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