《大行報告》瑞銀降Nike(NKE.US)目標價至125美元 季績令人失望
瑞銀發表報告指,Nike(NKE.US)第三季度業績表現令人失望,顯示其業務基本面仍充滿挑戰。然而,此對該行而言並不意外,其對Nike的2025財年每股收益預測僅下調2.5%。
瑞銀認為,更重要的是,Nike在電話會議上透露,公司正在作出四個重要改變,包括重新進行類別進佔,專注於運動;調整直接至客戶策略;增加營銷支出;及加大產品創新投入。該行相信此等變化是正確的步驟,有利推動市盈率擴張及股價有出色表現。
瑞銀降Nike美股目標價,由138美元降至125美元,評級維持「買入」,並下調公司2026財年每股盈利預測約2%,反映銷售展望下降。
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