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大行評級|高盛:將安踏及港交所納入亞太確信買入名單 移除申洲

高盛發表報吿指出,將安踏及港交所納入亞太確信買入名單,移除申洲。該行認為,安踏的多品牌戰略和多元化產品覆蓋,使其能捕捉大眾市場需求及户外等高增長的細分市場,相信集團的豐富產品線應可作進一步支持。港交所方面,該行相信隨着現貨市場交易價值持續復甦,加上在擴大互聯互通計劃的政策措施和提高現金市場流動性的管理努力的進一步支持下,港交所的每股盈利週期正在觸底。

高盛對亞太確信買入名單(港股)目前包括安踏(目標價115港元)、華潤啤酒(目標價51港元)、友邦保險(目標價98港元)、港交所(目標價345港元)和快手(目標價80港元)。

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