小摩：一举升李宁(02331)评级至“增持” 目标价升至25.6港元

智通财经03-24

智通财经APP获悉，小摩发布研报称，一直关注李宁(02331)复苏的两个关键信号，第一个是自2022年以来市占率持续流失后能否重新夺回市占率; 第二是能否实现相对有效的成本控制。小摩将李宁2026至2027年盈利预测上调9至12%。预计李宁于2026年可实现销售额增长8%、盈利增长7%，目标价由14.6港元升至25.6港元，评级由“减持”升至“增持”。报告指，李宁现已同时展现这两个正面信号。该行对...

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