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研報掘金丨國盛證券:維持安踏“買入”評級 Q3各月度流水增速或逐月提升
格隆匯 10-13 13:29
國盛證券研報指出,維持安踏體育(2020.HK)“買入”評級,預計2023-25年歸母淨利潤為95.86/115.85/137.75億元。公司Q3流水公佈,Fila流水符合預期,安踏品牌流水略好於預期,其他品牌持續高增長。展望2023年,該行預計公司營收增長16%,業績增長26%。該預計Q3各月度流水增速呈現逐月提升趨勢,10月以來流水向好趨勢延續,預計國慶期間銷售優異。綜合考慮Q4的低基數後,預計公司全年營收增長16%,業績增長26%。
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