《大行報告》花旗升申洲國際(02313.HK)目標價至202元 可受益於Adidas指引正面
花旗發表研究報告指,Adidas公布首季業績,更新了對全年預測,將收入增長預測由上升逾15%,提升至增長16%至19%,並指出受新疆棉花事件影響,大中華區業務3月銷售大幅減少,4月銷售增長仍緩慢,但相信僅屬短期影響。
花旗指,Adidas上調了全年增長指引,反映全球需求復甦較預期強,對申洲國際(02313.HK)有正面影響。Adidas仍預期中國市場是主要增長動力,增幅可達16%至19%,預期將有助投資者恢復信心。
市傳Adidas將出售Reebok品牌,該行預期,若買家最終為中國主流運動品牌,將有利於申洲的ODM業務,重申「買入」評級,目標價由180元上調至202元。
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