摩根士丹利指,见到李宁(02331.HK) 盈利率复苏高可能性成为未来数年主要盈利增长动力,其销售增长仍视乎中国宏观环境,该行因而作出保守假设,但其防守性取态及集中于核心应导致未来的经营杠杆。该行认为看淡李宁的投资者,更集中于近期趋势及不喜欢公司落后同业的增长、品牌单一与欠缺如户外产品等快增长类别,疲弱宏观及剧烈竞争令其品牌更难与同业区别。该行在李宁近期股价上升后维持对该股“增持”评级,目标价由...
Source Link摩根士丹利指,见到李宁(02331.HK) 盈利率复苏高可能性成为未来数年主要盈利增长动力,其销售增长仍视乎中国宏观环境,该行因而作出保守假设,但其防守性取态及集中于核心应导致未来的经营杠杆。该行认为看淡李宁的投资者,更集中于近期趋势及不喜欢公司落后同业的增长、品牌单一与欠缺如户外产品等快增长类别,疲弱宏观及剧烈竞争令其品牌更难与同业区别。该行在李宁近期股价上升后维持对该股“增持”评级,目标价由...
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