大行評級 | 花旗:調整體育用品股目標價,看好李寧(2331.HK)等股
格隆匯10月11日丨花旗發表研究報告指出,儘管長期看好中國體品股,但認爲市場低估內地品牌改變的市場動態,預測今年第三季銷售數據表現疲弱。該行推薦李寧(2331.HK)及滔搏(6110.HK)均予買入評級,並將李寧目標價由100.5港元增至103.4港元,維持滔搏16.26港元目標價。又認爲李寧一貫審慎的控制渠道庫存及更強的品牌資產,相信其影響應少於內地同行,至於滔搏可受惠於國際品牌更正面的市場動態。惟該行看淡安踏(2020.HK),維持對其沽售評級,目標價由59港元增至71.3港元。
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