《大行報告》裏昂升李寧(02331.HK)評級至「買入」 目標價上調至117元
裏昂發表報告,將李寧(02331.HK)目標價由114元上調至117元,評級由「跑贏大市」升至「買入」,反映更光亮未來及其更強大的競爭優勢。
裏昂指,李寧第三季的零售錄約40%低段增長範圍,不僅超出該行的預期,而且優於大多數同行。其優勢包括持續改善的中高端產品、不斷提高的門店效率和市場對國內品牌的青睞,極有可能在第四季和明年繼續保持。該行將其2021財年至2023財年的盈利預測分別提高2.9%/2.7%/2.7%,以反映第三季銷售好於預期,以及第四季和明年的銷售勢頭可能強勁。
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