大行評級|中銀國際:運動服裝行業首選申洲國際 予“買入”評級及目標價86港元
中銀國際發表研究報吿指,因為全球渠道庫存改善使主要品牌企業的訂單恢復以及訂單因領先製造商的專業技術而向其轉移,預計短期內運動服裝行業上游企業的股價表現應勝過品牌企業。報吿中亦提及,相比之下,雖然預計尤其是內地的下游需求正在緩慢復甦,但由於2024年巴黎奧運在即到來,品牌在行銷和推廣方面或面臨更激烈競爭。
該行指在其覆蓋範圍內,目前首選申洲國際,目標價86港元,予“買入”評級;仍看好安踏等領先品牌,目標價97.5港元,予“買入”評級,預計其盈利能見度在8月公佈中期業績後有望好轉。
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