?

摩根士丹利:上调李宁目标价至99港元 评级增持

【摩根士丹利:上调李宁目标价至99港元 评级增持】摩根士丹利发表报告表示,李宁(02331.HK)销售增长带动盈利改善,预期至2023年其净利润率可达18%。公司的单品牌策略是其强劲经营杠杆的主要因素,在高销售基数下,相信盈利会於2022至2023年仍有改善,录30%增长,予增持评级,目标价由71元升至99港元。该行估计,李宁於上半年收入和零售销售分别增71%及80%,上半年毛利料增3.2个百分点至52.7%,因折扣和给予分销商的优惠减少。摩根士丹利指,有多项因素令李宁盈利表现可胜预期,包括强劲的需求、新的公司策略、盈利自2019年以来有良好的往绩。(金十数据)
摩根士丹利:上调李宁目标价至99港元 评级增持

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
empty
No comments yet