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《大行報告》大摩下調李寧(02331.HK)目標價至71元 評級「增持」
阿思達克 08-10 10:13
大摩發表評級報告,預料李寧(02331.HK)上半年收入按年升6%,盈利按年跌9%,毛利率或按年持平達49.8%,而營運開支比率按年升2.5個百分點至34.2%。該行又預料,下半年收入按年升約20%、盈利按年升34%,核心營運利潤按年升40%至50%,而銷量增長應於9月復甦。 該行指,將公司在2023年至25年的銷量預測下調4%至8%,而盈利預測下調14%至15%,而全年收入或錄得14%增長、純利率則達15.3%。該行將其目標價由83元下調至71元,維持其評級為「增持」。
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