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《大行報告》匯豐研究升李寧(02331.HK)評級至「買入」 下調目標價至74元
阿思達克 03-21 10:55
匯豐研究發表研究報告指出,有大型主權財富基金於3月7日將李寧(02331.HK)排除在投資名單之外,指其存在與新疆強迫勞動相關的風險,該事件引發李寧其後被拋售,累跌近15%。李寧澄清沒有在供應商管理系統中發現任何強迫勞動的案例。該行認為,李寧並無直接暴露新疆制裁風險,公司亦正由內部管控其供應商風險。 該行認為,李寧去年收入按年增長56%,EBIT符合預期,去年下半年純利2.5億元人民幣,高過該行預期。該行將公司今年首季及第二季的零售銷售增長,分別由升6%及跌5%,上調至升30%及0%,料今年收入增長22%,零售銷售增長18%(此前料增長14%),主要受惠於強過預期的市場份額。同時將李寧今年的淨息差上調1.6個百分點,至17.2%。 匯豐研究對李寧的評級,由「持有」上調至「買入」,目標價由77.1元下調至74元。
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