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大行每日評級 | 高盛首予農夫山泉48港元目標價
今日看點
1. 高盛首予農夫山泉(09633)“買入”評級,目標價48港元。該行表示,由於市場對其毛利及估值有憂慮,該股股價年初至今調整三成,但該行預期公司定價能力強及擴充規模,可部分抵銷近期成本上升令毛利受壓的負面因素。
2. 摩根士丹利重申安踏體育(02020)“增持”評級,目標價升至173港元;高盛維持安踏體育“買入”評級,目標價升9%至158港元。兩家大行均看好旗下品牌增長強勁,折扣、庫存恢復正常,以及線上線下銷售均好於預期的趨勢。
3. KeyBanc分析師Todd Fowler將聯邦快遞(FDX)的評級從“持股觀望”上調至“增持”,目標價350美元。該行表示,截至第一季度末,B2C包裹數量仍保持強勁趨勢。在這一積極的趨勢與航運情況、改善的全球經濟活動和合理的定價環境相結合下,投資者能在該股發現投資機會。

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