《大行報告》中金降特步(01368.HK)目標價至4.7元 反映板塊估值下跌
中金發表報告指,特步(01368.HK)上季旗下核心特步品牌零售銷售按年升30%,零售折扣約達七折水平,而渠道庫存達4至5個月。基於競爭加劇,該行將公司去年每股盈測維持0.39元人民幣、惟今年每股盈測則下調3%至0.46元人民幣,及給予2025年每股盈測為0.54元人民幣。
該行將特步目標價下調17%至4.7元,維持其評級為「跑贏行業」,以反映板塊估值下跌。(ca/w)
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