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《大行报告》花旗升申洲国际(02313.HK)目标价至202元 可受益於Adidas指引正面
阿思达克 05-10 14:32
花旗发表研究报告指,Adidas公布首季业绩,更新了对全年预测,将收入增长预测由上升逾15%,提升至增长16%至19%,并指出受新疆棉花事件影响,大中华区业务3月销售大幅减少,4月销售增长仍缓慢,但相信仅属短期影响。

花旗指,Adidas上调了全年增长指引,反映全球需求复苏较预期强,对申洲国际(02313.HK)有正面影响。Adidas仍预期中国市场是主要增长动力,增幅可达16%至19%,预期将有助投资者恢复信心。

市传Adidas将出售Reebok品牌,该行预期,若买家最终为中国主流运动品牌,将有利於申洲的ODM业务,重申「买入」评级,目标价由180元上调至202元。

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