《大行報告》交銀國際:李寧(02331.HK)產品設計受批評 指爭議產品無在商店出售並無召回需要
李寧(02331.HK)今日股價造淡,最新報53.4元跌近5.7%。交銀國際近日發表報告表示,股價下跌的主要原因是對其最近展出的最新服裝設計的批評,指備受爭議的產品是李寧2022「連續行動」系列第二主題部分,相信有爭議的產品只出現在時裝秀,並不在商店出售,所以並沒有產品召回的需要。
該行指,雖然李寧的最新設計可能有些許爭議,但仍然看好李寧近年來在設計上的創新,並相信它在國內外同業 中找到了屬於自己的一席之地,這造就了其強大的品牌勢頭。該行予李寧目標價87元,是基於2023年市盈率28倍,對應動態市盈率1倍,重申「買入」評級。
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