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《大行報告》野村下調安踏(02020.HK)目標價至141.5元 評級「買入」
阿思達克 04-19 11:10
野村發表報告表示,安踏體育(02020.HK)今年首季安踏品牌產品之零售金額按年錄得10%至20%高段的正增長,較去年第四季增長加快;而Fila品牌則錄中單位數升幅,則較去年第四季增長明顯減慢。 該行又指,自3月底以來觀察到的銷售疲軟是全行業的,而不是特定於公司的,而對安踏的長期看法沒有改變。該行下調其2022至2024年度盈利預測1.2%至5.2%,以反映Fila品牌較爲保守的增長預期,目標價由149.3元降至141.5元,維持「買入」評級。
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