摩通:维持“增持”内地体育用品股 首选李宁(2331.HK)
摩根大通发表报告表示,内地体育用品销售於7-8月表现强劲,虽然9月因为天气因素稍微放缓,但第三季维表现仍持稳固。此外,该行指刚从四川成都的实地渠道调查中回来,认为民族主义情绪将使李宁的销售势头受惠,该行维持对内地体育用品股“增持”看法。
该行指,行业中首选李宁(02331.HK),给予“增持”评级,目标价26港元;其次为安踏(02020.HK) 及特步(01368.HK),分别给予“增持”评级,目标价分别为78港元及6.6港元。
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