摩根大通：维持安踏体育(02020)“增持”评级 目标价154港元
摩根大通发布报告称，维持安踏(02020)“增持”评级，目标价154港元，即未12个月预测市盈率25倍，对安踏2023-25年度的盈测维持不变，预计2023-25年度的销售额/复合年增长盈利率为16%/23%。安踏是该行在中国运动服饰产业最偏爱的股票。主要催化剂包括：1)短期-2023年的可见度更高获利成长(28%);Amer 合资企业可能实现2023年“五个10亿欧元”，较原计划提早一年;2)中期-安踏品牌可能会看到新管理层改革及执行的好处;3)长期一个完善的多品牌组合;较同业具海外扩张潜力;证明经有执行能力。
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