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《大行報告》大和下調安踏(02020.HK)目標價至115元 評級「買入」
阿思達克 07-19 09:25
大和發表報告指,安踏體育(02020.HK)公布次季營運數據,其中FILA及其他品牌表現強勁,相反安踏略為遜色,落後於管理層預期,該行指在折扣水平下,FILA及安踏仍錄得按季改善,以及庫貨銷售比率處於健康水平。 該行指,安踏即使在6至7月銷售疲軟,但管理層保持全年零售銷售價值(RSV)指引,意即安踏和FILA品牌按年增長雙位數,意味著下半年將會加快增長。 大和指,將安踏今年每股盈測下調2%、2024年至2025年則調整1%,並將其目標價由124元下調至115元,維持「買入」評級。(ca/w) ~
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