《大行報告》摩通上調Nike(NKE.US)目標價至128美元 評級「增持」
摩根大通發表研究報告指,Nike(NKE.US)第三季每股盈利高於預期,息稅前利潤率為11.9%。管理層上調其2023財年展望,每股盈利預期中位數約3.10美元(下同)。
該行認為,集團是全球運動市場的領導者,在產品類別、地域和分銷方面實現多元化,並相信其在各個地區的品牌勢頭屬可持續,可以隔離宏觀市場波動並支持可持續的收入增長,加上持續的毛利率擴張,料將推動每股盈利達可持續的中或高雙位數增長。該行將其目標價由127元上調至128元,予「增持」評級。
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