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《大行報告》花旗升安踏(02020.HK)目標價至111.1元 下調李寧(02331.HK)目標價至75元
花旗發表研究報告指,自內地放寬防疫措施後,市場對內地體品股盈利復甦預期顯著提升;然而在事實上,在12月份開局疲軟前,行業11月銷量按年跌幅逾10%。鑑於放寬防疫措施後,或會出現首輪確診個案急增的情況,該行預料,該行業明年首季的零售銷售維持低迷,為行業渠道庫存和企業盈利增添新的壓力。 該行表示,進一步將李寧(02331.HK)今年至2024年各年純利預測下調9%、5%及6%,安踏(02020.HK)則分別下調6%、5%及5%,滔搏(06110.HK)2022至2024財年各年則下調8%、6%及5%。該行表示,將李寧目標價由79.5元下調至75元,以及將安踏目標價由96.2元上調至111.1元,滔搏目標價由8.27元降至7.92元,並維持三企評級均為「買入」。
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