安踏体育(2020.HK)公司简评报告:收购PUMA股权 全球化进程持续推进

首创证券
Feb 13

事件:公司公告拟以现金形式,以每股35 欧元价格,合计15.06 亿欧元(约合人民币122.8 亿元)收购PUMA 公司29.06%的股权,成为PUMA公司的最大股东。点评:Puma 公司短期仍处调整阶段,长期贡献投资收益可期。2024 年Puma公司实现收入88.17 亿欧元,同增2.51%;实现净利润2.82 亿欧元,同降7.64%。2025 年前三季度,Puma 公司实现收入59.74 亿...

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