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【大行言論】高盛:等李寧(2331-HK)復蘇信號,維持「中性」 @ 2011-11-23T20:
高盛發表報告,仍認為李寧在行業中復蘇前景最佳,但其2012年第二季訂單有喜有憂,認為仍需觀望,直至出現明確的復蘇信號。該行維持李寧的「中性」評級,目標價及盈利預測不變。 該行指出,李寧2012年第二季訂單額按年持平,整體令市場失望;認為鞋類的增長(均價增中單位
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《神州民企》安踏季度營運急轉直下,同店銷售跌至中單位數 @ 2011-10-17T10:
運動品行業的冬天,較想像中來得更早。向來獨善其身的安踏(02020),第三季度營運情況急轉直下,同店銷售增長滑落至中單位數,而零售端折扣率亦擴大。市場對運動股憂慮加重,終結了板塊短暫反彈。 安踏上周五股價急跌14%至8﹒15元,拖累行業平均跌8%。
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