大行每日評級 | 再有投行力挺Coin,特步被大幅上調目標價
今日看點
1. 摩根大通大幅上調特步國際(01368)目標價至8港元,評級爲“增持”;大和升特步國際目標價62.2%至7.3港元,評級爲“買入”,大行相信公司業績是受惠公司改善線上線下渠道的努力有成效,產品供應穩健,加上品牌形象提升及內地消費轉向本地品牌等,整個行業的中國品牌將獲重估。
2. 野村形容莎莎國際(00178)最壞時間已經過去,投資評級由減持上調至中性,目標價由1.08港元升至1.82港元。認爲其銷售高度依賴內地旅客,在本港同業之間,香港業務貢獻佔比最大,旅客重臨將爲重大利好。
3. 多家投行力挺Coinbase,BTIG首予Coinbase(COIN)評級爲“買入”,目標價爲500美元,較該股當前水平高出55%;Loop Capital首予Coinbase“買入”評級,目標價394美元。大行認爲Coin將成爲比特幣和其他數字資產接受度提高的主要受益者,成功核心在於客戶的獲取。

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