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《大行報告》大和升特步(01368.HK)評級至「買入」 目標價維持11.5元
阿思達克 05-18 09:51
大和發表研究報告指,特步(01368.HK)於第二季至今的零售銷售額持續錄得強勁增長。 報告提到,集團管理層指,雖然市場對消費者情緒復甦和全球品牌回歸仍有憂慮,而且國內品牌在今年第二季的亦有去庫存壓力,但該行對特步年初至今在零售銷售方面表現出的韌性感到鼓舞,並認為公司同行中處於更有利的地位,並可適應消費者對產品的需求。 該行將其評級由「跑贏大市」上調至「買入」,維持目標價11.5元,並將潛在的指引上調視為近期的股價化劑。該行表示,由於集團去年下半年的低基數效應,續認為如果銷售勢頭可持續到6月,集團有可能上調指引。
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