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《大行报告》瑞银上调安踏(02020.HK)目标价至170.3元 评级「买入」
阿思达克 04-15 14:45
瑞银发表报告指,安踏(02020.HK)公布首季零售销售,当中安踏品牌销售增长符合预期,Fila及其他品牌增长则胜过预期。该行对安踏品牌的重振计划感到正面,并看好Fila的增长前景,目标价由155.9上调至170.3元,评级「买入」。

瑞银指,安踏品牌核心线下库存水平已回复至5个月的健康水平,Fila就回复至6个月。该行称看好安踏品牌重振计划,包括丰富产品组合,增加更多不限於国旗主题以外的高端产品,及商务装和高端篮球鞋、跑鞋等。

对於新疆棉事件,瑞银指管理层预计会带来中线影响,带动更多消费者选择尝试更多国内品牌。而数十位中国明星已就事件与国际品牌终止代言合同,亦为安踏带来潜在的代言资源。

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