《大行報告》花旗對滔搏(06110.HK)開啟30日正面催化觀察 仍為行業首選
花旗發表研究報告指,Adidas日前公布了大中華區今年銷售展望,指引高於市場預期,估計Nike(NKE.US)的管理層亦將在本周五(22日)發布的第三財季業績中透露對2024年的正面中國市場銷售展望,考慮到兩大國際品牌中國市場地位已迅速恢復,預期今年國際運動服務品牌表現可能跑贏中國品牌。
該行將滔搏(06110.HK)繼續列為行業首選,以反映Adidas去年第四季大中華區銷售額好過預期、品牌資產恢復、渠道庫存健康、創新產品渠道強勁,以及圍繞全球體育賽事的成熟營銷策略,開啟為期30天的正面催化劑觀察期,目標價9.4元,予「買入」評級。
花旗又指,李寧(02331.HK)及安踏(02020.HK)快將發布2023財年業績,預計市場將下調對李寧及安踏的2024年增長預測。花旗目前預計李寧2024年銷售額及淨利潤將分別按年增長7%及2%,至292.65億及33.09億元人民幣,目標價28.5元,評級「買入」。
至於安踏,該行預期市場將在未來數周內下調對該公司今明兩年的盈利預測,而現時該行對2024年息稅前利潤及淨利潤的預測分別較市場預期低16%及11%,目標價98.5元,評級仍為「買入」。
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