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瑞銀:維持安踏體育(2020.HK)買入評級 目標價至176港元
格隆匯 12-21 12:46

瑞銀髮表研究報吿指,安踏體育(2020.HK)除了早前宣佈的安踏品牌未來5年計劃外,集團還強調了ESG和共同富裕的關鍵目標,到2050年實現碳中和,到2030年集團力爭把主要評級機構的ESG評級提升至行業領先水平,亦積極推進“1+3+5”戰略,該行維持安踏“買入”評級,但目標價由195.5港元下調至176港元。

該行表示,儘管自2012年第三季度以來旗下品牌Fila的銷售額增長放緩,但管理層維持未來5年達到400至500億元人民幣及今年按年增長20%至25%的目標,公司計劃進行擴大產品類別,包括鞋類、童裝及女裝等,而在渠道方面,Fila將繼續通過開設大型門店來增加總門店面積並改善消費者服務,明年起升級會員制度以提高生產力。

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