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《大行報告》麥格理下調安踏(02020.HK)目標價至116元 評級「跑贏大市」
阿思達克 07-13 11:28
麥格理發表報告指,安踏體育(02020.HK)公布今年第二季零售銷售數據,表現好於預期,主要受惠於「618」線上推廣令6月有穩健復甦,及線下人流部分恢復。 該行表示,與疫情相關的不明朗性揮之不去,集團對今年下半年的評論有限,但其將繼續採用動態方式管理。由於重大體育賽事較少,麥格理認為集團下半年的費用控制將有更大靈活性。 麥格理下調安踏今明兩年盈利預測分別1%及4%,反映疫情持續的不明朗性拖累收入下降的預期,目標價相應由119元降至116元,維持「跑贏大市」評級。
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