大和发表研究报告指,根据渠道调查,李宁(02331.HK) 今年8月零售销售估计已略为转正,主要受惠于天气好转及KOL直播带动,但撇除天气及直播因素后,需求仍然疲弱,7月至8月合计零售销售仍录得下跌,估计较第二季的低单位数跌幅更差,期内折扣幅度按季及按年持续扩大。不过大和相信,由于市场对李宁的预期已较低,因此即使只是轻微的按月改善亦可能带动股价表现。展望9月,受中秋节假期及Stephen ...
Source Link大和发表研究报告指,根据渠道调查,李宁(02331.HK) 今年8月零售销售估计已略为转正,主要受惠于天气好转及KOL直播带动,但撇除天气及直播因素后,需求仍然疲弱,7月至8月合计零售销售仍录得下跌,估计较第二季的低单位数跌幅更差,期内折扣幅度按季及按年持续扩大。不过大和相信,由于市场对李宁的预期已较低,因此即使只是轻微的按月改善亦可能带动股价表现。展望9月,受中秋节假期及Stephen ...
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