大行評級丨瑞銀:上調安踏目標價至122.3港元 上調2025至27年淨利潤預測
瑞銀髮表研究報告,指考慮到安踏體育旗下Amer Sports盈利貢獻超預期,上調2025至2027年淨利潤預測,目標價從115.7港元上調至122.3港元,評級“買入”。瑞銀引述安踏管理層指,今年將有幾個因素影響集團整體利潤率,利好因素包括(1)Descente和Kolon的強勁銷售帶來更高營業利潤率;(2)今年庫存撥備減少;(3)Amer的業績好於預期。
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