《大行報告》大摩:北京馬拉松11月復辦 看好安踏(02020.HK)及李寧(02331.HK)
摩根士丹利發表報告指,經過兩年的取消後,北京馬拉松將於11月6日復辦,是今年2月冬奧後北京最大型的公眾活動之一。而是次馬拉松最多可有3萬名跑手參與,雖然只限北京居民參加,但主辦方會邀請來自其他地方的專業跑手。
大摩繼續認為安踏(02020.HK)及李寧(02331.HK)的風險/回報有利,相信短期下行空間或有限,若內地疫情政策有變化的訊號出現,預期上行空間可能很大。
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