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大行再上調績後李寧目標價,對管理層指引充滿信心

今日看點

1.大摩維持李寧(02331)“增持”評級,目標價由99港元上調至113港元,稱即使疫情有再爆發情況,也未影響公司獲取市場份額;高盛將李寧目標價由103港元升12%至115港元,對管理層的執行有信心,尤其是渠道庫存看起來還是很緊。

2.麥格理重申小米(01810)“優於大市”評級,目標價由34.2元微升至34.6港元,該行預期小米在中國的市佔率增長將有所放緩,但這預計會被海外市場快速增長而抵消。

3.高盛維持迪士尼(DIS)“買入”評級,目標價由215美元上調至218美元,分析師上調了對該公司DTC業務和主題樂園業務的營收預期,不過稱“大部分”可能會被有線電視網絡業務稍顯保守的預期所抵消。

【李寧等支持5倍槓桿日內交易】

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