《大行报告》麦格理上调安踏(02020.HK)目标价至182元 评级「跑赢大市」
麦格理发表研究报告,重申对安踏(02020.HK)的「跑赢大市」评级,表示对公司提升市场份额有信心,将安踏2021至2022财年盈利预测上调5%,以反映零售需求向好,提高收入及毛利率预期。
该行指,除新疆棉事件带来短暂正面影响,令消费者减少购买国际品牌、更多关注国产商品外,内地消费高端化亦长远利好市场发展,将目标价由174元上调至182元,对应2022财年预测市盈率约40倍不变,估计公司旗下Amer品牌今年亏损将持续收窄。
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