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大行評級|美銀:上調耐克評級至“買入” 目標價上調至113美元
格隆匯 04-12 11:12
美銀證券發表報吿指出,耐克正採取大膽的轉型措施,公司歷來都受惠於奧運相關的營銷,估計今年亦不例外。公司近年創新相對落後,新產品發展及推出將成為恢復增長的關鍵。管理層承認需進行重大改革,而近期宣佈的成本節約計劃,以及對團隊和流程持續重組,有望刺激銷售。該行認為,耐克預期2025財年上半年的收入偏向負面,仍需時扭轉局面,該行預計公司毛利率擴張將在短期內緩衝銷售下滑的影響。此外,該行指公司面臨的競爭非常激烈,需推出引人注目的創新產品來應對不利因素。考慮估算有望實現,該行將耐克的評級由“中性”上調至“買入”,目標價由110美元上調至113美元。
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