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《大行報告》高盛:安踏(02020.HK)遭股東減持令短期股價受壓 但長線前景正面
阿思達克 04-21 09:59
據安踏體育(02020.HK)遭控股股東安踏計劃配售股份,於配售完成後對安踏體育持股量將由50.8%降至47.6%。高盛發表報告表示,參考安踏過往主要股東配股減持歷史(分別為2009年10月、2014年10月及2017年3月,公布配股後當日股價各跌7%、8%及8%),相信主要股東減持行動對其短期股價有一定的下行壓力。

該行表示,雖然安踏體育今次遭大股東配股減持,但對安踏的長期增長前景持樂觀態度,料可得益於其在內地的強大實力品牌策略,可捕捉不同的消費需求細分市場及其內地業務具的強勁執行力。

高盛稱,重申對安踏體育「買入」評級及未來12個月目標價158元,此相當於預測2025年市盈率26倍,相信公司在內地體育用品行業增長長期前景。

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