《大行報告》花旗引述李寧(02331.HK)管理層指渠道庫存已明顯改善 有信心未來2至3年收入每年升逾20%
花旗發表研究報告指,李寧(02331.HK)上半年銷售渠道存貨水平顯著改善,大大提升品牌產品流轉及調整供應鏈結構。
該行引述管理層透露,未來2至3年收入增長幅度可超過20%,淨利率預期達到逾15%。花旗指出,雖然第三季銷售表現有所放緩,但公司管理風格審慎,具良好財務往績,對其增長前景有信心,維持「買入」評級,給予目標價100.5元。
花旗表示,在內地體育用品肢中較看好李寧及滔搏(06110.HK),同為「買入」評級,
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