《大行报告》中金削特步(01368.HK)目标价29%至12.51元 维持「跑赢行业」评级
中金发表报告指特步国际(01368.HK)第三季公司主品牌特步实现中双位数零售流水增长,第三季零售折扣维持七五折至八折,库存周转约四个月。该行维持特步2021及2022年每股盈测0.34及0.43元人民币不变。中金看好特步主品牌持续提升的产品力及品牌力,维持「跑赢行业」评级,但考虑到当前整体消费环境承压,运动服饰板块整体估值中枢下行,下调目标价29%至12.51港元,相当於2022年预测市盈率25倍。
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