《大行報告》高盛:波司登(03998.HK)下半財年銷售遜預期 維持「中性」評級
高盛發表報告表示,波司登(03998.HK)截至今年3月底止下半財年銷售較該行預期低10%,毛利率達65%勝預期;而純利錄14億元人民幣,大致符合預期。
該行補充,看好波司登作爲一個新興的中國品牌,在羽絨服市場擁有強大的品牌地位,產品種類豐富,過去幾年平均售價強勁增長,銷售渠道不斷完善,預期其2021至2025年平均售價年複合增長率爲5%,維持「中性」評級及目標價4.5元。
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