You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛上調體育用品股目標價 首選李寧(02331.HK)
高盛發表研究報告指,考慮到今年第四季度經營疲弱及明年內地重新開放初段復甦步伐並不平坦,將2022至2024年所覆蓋體品股盈測下調介乎1%至8%。 該行預計,李寧(02331.HK)、安踏(02020.HK)核心品牌及旗下FILA、特步(01368.HK)第四季的零售銷售分別按年跌低雙位數、高單位數、中單位數、及高單位數。不過,隨着內地重啓邊境預期升溫及對全球品牌的評級提高,該行相應地提高估值,令目標價上調6%至11%。該行認爲,考慮到盈利復甦、利潤可見程度和消費者銷售的不確定因素後,運動服裝品牌成爲最推薦的消費細分行業。 該行表示,儘管李寧2023財年首兩個月將面臨高基數,但繼續看好並列爲首選,續列確信買入名單,又重點關注安踏的表現。該行予李寧、安踏及特步「買入」評級,並上調上述三股目標價。高盛予李寧目標價由65元升至72元;安踏目標價由95元升至104元;特步目標價由10升至10.6元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account