《大行報告》匯豐研究升特步(01368.HK)評級「買入」 目標價上調至18.5元
匯豐研究發表研報指,特步(01368.HK)年初至今已累升253%,明顯已出現重估,反映出核心品牌「特步」的強勁增長勢頭。展望未來,預期集團旗下Saucony、Palladium及K-Swiss品牌亦有增長空間。
該行預期,公司下半年及明年上半年收入將繼續增長,因此上調今明兩年盈利預測49%及51%,較市場預測高27%及28%,並預期「特步」品牌下半年及明年上半年收入增長分別達到32%及26%。
報告指,特步現價水平為2022年預測市盈率的26倍,相信其他品牌的潛在增長尚未反映在股價之上,將評級上調至「買入」,目標價由5.5元大幅上調至18.5元。
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