《大行報告》瑞信上調李寧(02331.HK)目標價至85元 評級「跑贏大市」
瑞信發表報告指,根據該行的線上線下渠道調查,李寧(02331.HK)品牌的勢頭持續至今年4月及5月,相信集團今年4月的同店銷售較2019年同期增長超過70%,5月比較則增長逾40%。該行最新預計,李寧今年第二季的線下銷售按年升40%至45%。
瑞信上調李寧股份目標價,由61元升至85元,評級維持「跑贏大市」,並調升集團今明兩年收入預測分別13%及16%,最新估計增長率為44%及28%。該行認為,集團近期的催化劑包括「618」線上推廣活動,及7月公布第二季的零售經營數據。
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