《大行報告》野村下調安踏(02020.HK)目標價至115.2元 短期消費情緒受壓
野村發表報告指,安踏體育(02020.HK)次季經營數據符合預期,惟未來複蘇前景仍有不確定性,其中安踏核心品牌錄得溫和銷售增長,FILA品牌銷售錄顯着復甦。展望未來,短期消費情緒受壓,該行業銷售勢頭不溫不火,該行相信,更高的折扣水平將繼續影響安踏下半年業績表現。
該行對安踏多品牌模式及穩健執行力維持信心,相信這可助公司渡過行業低迷期,並進一步擴大市場份額。該行將其目標價由126.1元下調至115.2元,維持其評級爲「買入」。
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