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大行評級|美銀:上調安踏目標價至110港元 今年營運指引相當穩健
格隆匯 03-28 16:44

美銀證券發表報吿指,安踏今年的營運指引相當穩健,符合去年11月所設定的三年目標,將其今明兩年核心每股盈利預測分別上調7%及11%,以反映利潤率改善。該行將安踏目標價上調7%至110港元,維持“買入”評級,認為公司獨特、強大兼且經過驗證的多品牌零售營運能力,有助於公司更好地捕捉不同的消費者偏好並支持長期業務增長。該行認為,安踏今年面對折扣的壓力較細,相信可為毛利率提供緩衝。Amer Sports合營方面,估計由去年虧損7.18億元,今年轉賺5億元,將會提升公司的税後盈利,預計扣除Amer Sports上市一次收益,税後盈利按年增長17%至120億元。

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