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361度(01361.HK)及特步(01368.HK)回升2%-4% 惟李寧續跌2%
特步國際(01368.HK)第三季主品牌零售銷售按年錄得高雙位數增長,券商維持正面評級,該股扭兩連跌,今天重越10天及20天線,最多彈逾半成高見7.45元,現報7.36元,回升4%,成交增至572萬股。 361度(01361.HK)第三季主品牌產品零售額(以零售價值計算)按年增長約15%。該股扭兩連跌,最高見4.19元,現報4.16元,回升2%。 大華繼顯指,安踏(02020.HK)股票價值可能面臨重估,因為有跡象表明銷售正在改善。該股兩連升,今天曾漲2.6%高見93元(受制250天線93.2元),現報91.15元,續升0.4%。 然而,李寧(02331.HK)兩連跌,高低見34.3元/32.7元,現報33元,反覆續吐2.1%。 特步昨午公布,第三季主品牌零售銷售按年錄得高雙位數增長,零售折扣七至七五折,渠道庫存周轉期四個半月至五個月。野村認為,特步今年餘下時間裡可能將繼續面臨打折清庫存壓力,但其銷售復甦趨勢令人鼓舞,加上管理層有信心實現今年零售銷售增長目標,以及提出明年零售銷售增長20%新指引。因此,該行維持特步盈利預測,重申「買入」評級看11元。另外,大和及瑞銀下調特步目標價分別至9.5元及10.4元,以反映下調盈測,但維持正面評級。
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