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《大行報告》花旗:安踏(02020.HK)大股東將8,450萬股轉入中央結算屬慈善捐贈程序 料業績前股價存負面情緒
花旗發表研究報告指,聯交所數據顯示,安踏(02020.HK)有8,450萬股股份被轉移至中央結算系統,相信是大股東兼主席丁世忠早前承諾設立慈善基金的相關程序。 該行又指,安踏今年1月宣布高層變動,標誌著公司向全球化發展邁進,對丁世忠卸任CEO持樂觀態度,相信其可更專注於以主席身份執行公司管治。公司增設聯席首席執行官,與過去權力較為集中的架構不同,預期有助提升業務效率,應對在中國市場的發展。 同時鄭捷卸任集團總裁及戶外運動品牌群CEO,專注負責Amer業務。花旗認為,此或代表安踏有意維持於Amer全球業務的持股。 考慮到基數較高,該行預期大多數中國體育用品零售商的零售額按年增長放緩。在公布業績前,安踏的股價表現或存在負面情緒,維持看好滔搏(06110.HK),其次為李寧(02331.HK),之後才是安踏,均予「買入」評級,相信國際品牌會恢復得較本地品牌好。
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