《大行報告》花旗上調安踏(02020.HK)目標價至129.5元 下調滔搏(06110.HK)目標價至9.27元
花旗發表研究報告指,首季消費復甦較預期疲弱,中國品牌的渠道庫存居高不下,而國際品牌自去年下半年以來,都在積極的渠道去庫存後迅速恢復銷售。國際品牌重新調整對中國零售商的支持,為中國品牌增添更大競爭壓力。該行預計,滔搏(06110.HK)將在2024財年及之後恢復雙位數的收入擴張和淨利潤增長逾20%。
該行對行業偏好保持不變,依次為滔搏、李寧(02331.HK)及安踏(02020.HK),均予「買入」評級,當中,滔搏的目標價由9.35元下調至9.27元;安踏則由122.1元上調至129.5元。
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