大和发表报告,指特步国际(01368.HK) 去年末季主品牌零售销售按年录高单位数增长,符预期,旗下品牌索康尼(Saucony)维持按年约50%增长。报告指,即使在3月披露去年全年业绩前,公司不会披露今年具体指引,但在内地政府推出刺激措施下,观乎现时销售动力,以及对Saucony的强劲增长预期,管理层似乎对今年展望乐观。
该行料特步去年盈利增长与早前指引的20%相若,并降其今年每股盈测3%,以反映去年下半年表现,确认予特步“买入”评级,主要由于Saucony展望强劲及剥离K-Swiss及Palladium后盈利能力改善;并延展估值基础至今年,以预测市盈率维持12倍不变计,目标价由6.7元升至7元。(da/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-09 16:25。)
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.