招银国际：维持特步国际(01368)“买入”评级 股息率具吸引力
招银国际发布报告称，维持特步国际(01368)“买入”评级，非行业首选，但6%的股息率较有吸引力，并认为下行空间较少。公司24年一季度的零售流水增长为高单位数，符合市场和该行预期，线上增长为25%以上，而线下为低单位数增长。零售折扣为7到75折，比23年四季度的7折有所好转。库销比则在4到4.5个月，预期到二季度，有可能贴近4个月。
报告中称，从3月中旬开始，整体零售流水增长略有加速，到4月份更超过10%以上，主要因为360X(大众化的碳板跑鞋，售价为599元人民币)等新产品拉动，以及电商渠道在增加更多性价比更高的产品后也有强劲反弹。公司预计二季度增长可以达到10%以上(4月10%以上，5月20%以上)，而下半年亦会实现较快增长。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
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