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《大行》摩通升特步國際(01368.HK)評級至「增持」 目標價升至7.4元
阿思達克 08-21 12:07
摩根大通發表研究報告,料特步國際(01368.HK)可受惠索康尼潛力,料特步在2025至2027年銷售額及淨利複合年增長率分別為7%和13%,同時將集團在2025年至2027年盈利預測上調1%至3%,其目標價由5.6元上調至7.4元,其評級由「中性」升至「增持」 該行料索康尼將在2027年貢獻約中雙位數銷售增長,隨著營運利潤率擴張,預料索康尼在2027年貢獻中至高雙位數的營運利潤增長。該行表示,看好索康尼釋放其潛力,並料未來三年實現近30%的銷售額複合年增長率。 該行料,特步國際(01368.HK)第二季零售業務將有所改善,受惠於發布標誌性產品。儘管競爭激烈,該行樂見特步在跑步產品類別中實現強勁增長,然而,由於宏觀環境仍存在不確定因素,價格面臨部分壓力。(ca/w) ~
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