You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩:Adidas下調下半年大中華地區收入預測 料安踏及李寧市場份額續增
大摩發表報告,指Adidas下調下半年大中華地區收入預測,由持平下調至按年下跌多過10%,該公司認為第三季復甦差過預期。 大摩預料,安踏(02020.HK)及李寧(02331.HK)市場份額持續增長,對兩股持「增持」評級,然而在不確定性當中,更傾向低位買入而不是追逐反彈。 大摩預料,滔搏(06110.HK)下半年銷售額增長20%,認為與Adidas銷售預測差異,是由於估計Adidas佔滔搏銷售額約30%;Nike和小品牌可以表現更好;Adidas表示其目標是在下半年清理多餘的庫存,意味著零售商的銷售速度必須快於品牌的銷售,預計滔搏的Adidas銷售將有正增長。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account