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《大行報告》瑞銀上調李寧(02331.HK)目標價至112.8元 評級「買入」
阿思達克 10-26 09:46
瑞銀髮表報告,指李寧(02331.HK)第三季銷售好於預期,有信心看到品牌將提升和利潤率擴張,目標價由109.9元上調至112.8元,維持「買入」評級。 瑞銀指,李寧公佈的第三季零售銷售按年增長超過40%,好過該行預期。該行關注公司第三季的折扣水平與去年同期相比有中單位數的改善,與2019年第三季的水平則持平。門店網絡方面,李寧和李寧YOUNG銷售點數量擴張速度加快,第三季分別淨增99間和96間。另外,管理層維持全年指引。 由於李寧第三季強勁的銷售表現和近期股價回調,瑞銀預計市場對該股會有積極的反應。
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