异动解读|安踏体育盘中上涨3.05%,机构看好整合Puma中国业务前景

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10月16日,安踏体育盘中上涨3.05%,报77.75港元,成交额1.87亿港元。

消息面上,近期机构对公司完成收购Puma 29.06%股权后的整合前景持正面看法,成为股价催化。最新观点认为,管理层或将在第三季度零售销售沟通中进一步说明Puma中国业务战略蓝图,并看好后续零售及分销业务整合。

此前公司已完成以15.055亿欧元收购Puma股权并成为第一大股东。另有机构预计,Puma第三及第四季度销售有望持续改善、下半年毛利率同比扩张,并预计安踏经调整净利润在未来两年保持约12%的年均复合增长。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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