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大行評級|里昂:上調特步國際目標價至5.7港元 第三季業績符合預期
格隆匯 10-29 12:40
里昂發表研究報吿指,特步國際第三季業績符合預期,零售銷售按年增中單位數,庫存及折扣仍處於健康水平。公司第四季至今的走勢強勁,網上及實體零售銷售均錄得按年雙位數增長。如撇除出售KP Global的影響,該行料特步今年銷售及純利按年各增長7%,該行引述管理層預期會在11月底派發特別息每股44.7港仙。由於公司致力維持業務質量、控制庫存及嚴謹的門店擴張步伐,該行維持對其審慎的今年增長預測,惟料户外品牌大幅增長,料索康尼及邁樂的零售銷售按年增逾50%。該行微升對其2025年純利預測1%,目標價由5.5港元升至5.7港元,維持“跑贏大市”評級。
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