【券商聚焦】华泰证券升李宁(02331)目标价25%至90.3港元维持“买入”评级

金吾资讯2023-01-17

华泰证券发研报指，2022年第四季度线下客流疲软，带动运动服装行业流水增速大幅放缓。该行预计李宁(02331)也将面临与同业同样的挑战，零售折扣或有所加深以及经营杠杆或转差，利润率将承压。该行下调2022-24年基本每股盈利8.5/6.7/5.8%至人民币1.54/1.99/2.50元。尽管如此，预计李宁仍维持健康以及优于同业的渠道库存水平，以及品牌形象更受益于国潮趋势，其零售表现有望在二季度之后...

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【券商聚焦】华泰证券升李宁(02331)目标价25%至90.3港元 维持“买入”评级

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【券商聚焦】华泰证券升李宁(02331)目标价25%至90.3港元维持“买入”评级