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《大行》東亞證券:安踏(02020.HK)第四季銷售或回暖 評級「買入」
阿思達克 09-24 11:26
東亞證券研究部發表研報指指,安踏(02020.HK)作為國內體育用品領先企業,預料可持續受惠於國家政策推動體育產業高質量發展及消費潛力釋放的趨勢,同時看好公司的多品牌策略及產品創新具優勢,相信可透過優化產品組合以及收購品牌,帶來新增長動力。 該行指,雖然安踏及品牌銷售第三季按季趨弱,但管理層仍維持經營利潤率目標不變,全年銷售增長指引向好,預期第四季銷售情況可改善,給予「買入」評級,目標價114元,目前對今年全年每股盈利預測為4.85元人民幣。
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