安踏(02020.HK)刚刚交出了一份数字上无可挑剔的半年报:营收435.1亿元,历史上首次半年破400亿;净利润同比暴涨34.9%(包含了Amer Sports配售事项产生的15.49亿元一次性权益摊薄利得,剔除后同比增加12.9%)。股息大方派发,大和、里昂两家投行接连上调目标价。 但把财报拆开看分部数据,会发现一个和数字不太一致的故事,作为集团根基的安踏主品牌,增收不增利,且刚刚经历了一次...
Source Link安踏(02020.HK)刚刚交出了一份数字上无可挑剔的半年报:营收435.1亿元,历史上首次半年破400亿;净利润同比暴涨34.9%(包含了Amer Sports配售事项产生的15.49亿元一次性权益摊薄利得,剔除后同比增加12.9%)。股息大方派发,大和、里昂两家投行接连上调目标价。 但把财报拆开看分部数据,会发现一个和数字不太一致的故事,作为集团根基的安踏主品牌,增收不增利,且刚刚经历了一次...
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