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《大行報告》美銀證券上調李寧(02331.HK)目標價至75元 料全年收入指引有上調空間
阿思達克 04-21 09:52
美銀證券發表報告指,李寧(02331.HK)首季營運情況大致符合預期。4月份零售銷售增長繼續按月加速,考慮到由第二季開始低基數,帶來令人鼓舞的復甦趨勢,和不斷增加的補貨訂單有助於批發收入,該行認為目前公司的保守指引有潛在的上升空間。 美銀證券將李寧今明兩年每股盈利預測分別提高9%和6%,並將目標價提高5%至75元,重申「買入」評級。該行指出,李寧股價今年以來下調15%,目前股價相當於今年預測市盈率26倍,比5年平均水平低20%,看起來具吸引力。
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