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研報掘金|招商證券:上調特步國際目標價至6.8港元 第二季業績符合預期
招商證券發表報吿指,特步國際第二季業績符合預期,總體與7月營運更新數據相當。對股價而言最積極的因素是管理層對索康尼和邁樂提出了更樂觀的全年增長預期,達到50%以上,此前約為40%,以及K&P的剝離有望提升利潤率。該行認為沒有充分理由在8月23日的股東特別大會反對出售K&P品牌決議,一旦少數股東批准,預計2024年財報維度和經常性淨利潤將增長21%和8%。該行看好特步,因為繼續看好管理層追求的高質量增長以及股東利益的高度一致性。招商證券將特步目標價由6.6港元上調至6.8港元,評級“增持”。
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