《大行報告》摩通上調安踏(02020.HK)目標價至200元 評級「增持」
摩根大通發表報告,指參加了安踏體育(02020.HK)昨日(8日)舉行的投資者日活動,安踏品牌計劃在未來五年營收實現18%至25%的年均複合增長,對比該行早前預測為21%;相信安踏正走在實現目標的正確軌道上,得益於產品提升和渠道優化。
摩通指,在今年第二季,安踏品牌錄得強勁的銷售表現,而Fila品牌在較高的基礎上減速。全年零售銷售指引就繼續維持,安踏及Fila品牌增長料分別多於20%和多於30%。該行將2021年至2023年的盈利預測上調了0%至2%,原因是更高的銷售假設以及對安踏品牌的加大投資,目標價由192元上調至200元,評級「增持」。
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