《大行報告》瑞銀下調安踏(02020.HK)目標價至129元 評級「買入」
瑞銀發表評級報告指,安踏體育(02020.HK)公布今年首季零售銷售,安踏體育及FILA按年增長錄得高雙位數字及中個位數字,分別低於及符合該行預期。
該行表示,安踏管理層預測FILA或未能達到早前定下全年15至20%銷售增長目標,同時預測安踏品牌旗下成人及兒童線有潛力達到18至25%的增長目標。
瑞銀表示,考慮到新冠疫情持續及宏觀經濟拖累,將安踏在2022至2024年盈利各下調12%、5%及4%,將其目標價由143.2元下調至129元,維持「買入」評級為。
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