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《大行報告》瑞銀上調安踏(02020.HK)目標價至170.3元 評級「買入」
阿思達克 04-15 14:45
瑞銀發表報告指,安踏(02020.HK)公布首季零售銷售,當中安踏品牌銷售增長符合預期,Fila及其他品牌增長則勝過預期。該行對安踏品牌的重振計劃感到正面,並看好Fila的增長前景,目標價由155.9上調至170.3元,評級「買入」。

瑞銀指,安踏品牌核心線下庫存水平已回復至5個月的健康水平,Fila就回復至6個月。該行稱看好安踏品牌重振計劃,包括豐富產品組合,增加更多不限於國旗主題以外的高端產品,及商務裝和高端籃球鞋、跑鞋等。

對於新疆棉事件,瑞銀指管理層預計會帶來中線影響,帶動更多消費者選擇嘗試更多國內品牌。而數十位中國明星已就事件與國際品牌終止代言合同,亦為安踏帶來潛在的代言資源。

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