【大摩:基于安踏体育收购Jack Wolfskin予增持 目标价117港元】摩根士丹利发布研报称,安踏体育以2.9亿美元收购Jack Wolfskin 100%的股本权益,这一交易将在第二季度末或第三季度初完成。对于Jack Wolfskin 2025财年的指引是销售额3.25亿欧元,经调整EBITDA为1200万欧元。2025年Jack Wolfskin对安踏的贡献取决于交易的时间,预计会有一次性费用。基于上述因素,对安踏体育维持117港元的目标价以及“增持”评级。

金融界
11 Apr
摩根士丹利发布研报称,安踏体育以2.9亿美元收购Jack Wolfskin 100%的股本权益,这一交易将在第二季度末或第三季度初完成。对于Jack Wolfskin 2025财年的指引是销售额3.25亿欧元,经调整EBITDA为1200万欧元。2025年Jack Wolfskin对安踏的贡献取决于交易的时间,预计会有一次性费用。基于上述因素,对安踏体育维持117港元的目标价以及“增持”评级。

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