《大行報告》高盛上調李寧(02331.HK)目標價至93元 評級「買入」
高盛發表報告,李寧(02331.HK)在艱難的經營環境中,業績表現穩健。該行對以下方面持積極態度,包括強勁的批發增長,渠道庫存與同行相比仍然健康;而跑步和籃球類別產品推動上半年的增長;公司繼續投資;管理層計劃快速消化庫存,應助支持利潤率恢復。
高盛對李寧2022年至2026年的盈利預期提高2至8%,並將目標價上調至93元,維持「買入」評級(「確信買入」名單。
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