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《大行报告》高盛下调安踏(02020.HK)目标价至125元 评级「买入」
阿思达克 05-02 15:33
高盛发表研究报告,将安踏(02020.HK)2023至26年的纯利预测提高0至1%,以反映Fila和其他品牌在今年第一季的营运有稳健增长、季度至今的最新趋势,以及完成配股。因此,该行将目标价由131元下调至125元,维持「买入」评级。 该行表示,安踏核心品牌及Fila去年在中国分别占据10.9%和7.1%的市场份额,认为其强大品牌定位和多品牌战略或有助于集团探索不同的消费者需求,以进一步获得市场份额。此外,该行认为运动服装行业的结构性增长机会将受惠于参与率上升、消费能力增强和有利的政策支持。
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