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港股異動 | 波司登漲逾4% 獲多家機構看好
格隆匯 02-12 11:27
格隆匯2月12日丨波司登(3998.HK)現報2.64港元,漲4.35%,暫成交8796萬港元,最新總市值286億港元。美銀證券最新發研報指,公司服飾近年於全球增長快速,而中國客户亦開始將羽絨服飾作為潮流產品,相信未來3-4年,增長可達低雙位數。公司將產品改由直營店銷售,其經營利潤由2015年度的3.2%提升至2019年度的13.2%。若疫情於下一次行業旺季(第三季)前解決,預期盈利可有大幅回覆,2022年度可達20億元人民幣。首予其“買入”評級,目標價3.75港元。此外,中信證券亦指,疫情對公司銷售收入的影響幅度較小,影響程度弱於服裝行業平均水平;展望2021財年,料仍將實現較高增長。公司目前估值已經很低,建議配置佈局把握2021財年的成長機遇,維持“買入”評級。
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