大行評級|花旗:對滔搏開啟為期30天的正面催化劑觀察期 目標價9.4港元
花旗發表研究報吿指,Adidas日前公佈了大中華區今年銷售展望,指引高於市場預期,估計耐克的管理層亦將在本週五(22日)發佈的第三財季業績中透露對2024年的正面中國市場銷售展望,考慮到兩大國際品牌中國市場地位已迅速恢復,預期今年國際運動服務品牌表現可能跑贏中國品牌。該行將滔搏繼續列為行業首選,以反映Adidas去年第四季大中華區銷售額好過預期、品牌資產恢復、渠道庫存健康、創新產品渠道強勁,以及圍繞全球體育賽事的成熟營銷策略,開啟為期30天的正面催化劑觀察期,目標價9.4港元,予“買入”評級。
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