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港股異動 | 體育用品股集體走強 安踏、李寧、特步續創歷史新高
格隆匯6月18日丨體育用品股集體走強,李寧漲超8%,市值超2100億港元;安踏漲超6%,市值超4700億港元;特步漲近6%,市值近350億港元,今年迄今已累漲超2倍,三股盤中均創歷史新高。個股方面,安踏體育昨日盤後發盈喜,按綜合基準,預期截至今年6月30日止六個月的經營溢利將同比增長不少於55%。特步此前獲高瓴認購5億港元可換股債券,換股價溢價15.4%。摩通近日發研報指,安踏為中國最大的本土體育服飾公司,去年的市場佔有率為15%。該行估計集團今年的銷售及盈利可按年分別增長33%及45%,升目標價至190港元,評級“增持”。該行亦予李寧“增持”評級,目標價升至92港元,該行料公司增長將受惠銷售勢頭及利潤擴張,估計李寧淨利潤率將由2020年的11.7%增至2023年的14.8%,與安踏之間的距離收窄。

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