《大行報告》大摩相信李寧(02331.HK)未來30天股價將上升
摩根士丹利發表技術研究報告指,相信李寧(02331.HK)的股價在未來30天內將會上升。該行指,儘管市場對李寧存在一些擔憂,但集團年初至今的主要影響股價的因素是其在今年第一季的零售額按年增長或低於其他領先品牌,以及管理層對今年的保守指引。
該行認為,李寧的銷售勢頭在3月或4月和第二季的回升可能會使市場情緒變得更加積極。該行料集團第二季的零售額將按年增長15%至20%,與其他領先品牌基本一致,又認為5月黃金周潛在強勁銷售或會成為催化劑。
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