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安踏未衰完 內需股照爆升 @ 2012-08-07T08: Back Hot News
Keyword:安踏
Concept:安踏體育中期純利
摩根大通預計,安踏中期純利按年下降 12% ,維持「減持」評級,目標價 4 元。下半年由於廣告及推廣費用上升,預計安踏純利倒退幅度進一步拓寬。摩通預計李寧上半年經常性盈利按年下跌 19% ,計入一次性開支後,中期純利下跌約 34%。
標簽:安踏 日數 純利 中期
安踏體育〔02020.HK〕飆升17.15%報4.85港元;其中期業績雖倒退,但逾5厘的股息為股價提供支持;惟行業前景未見好轉,反彈動力或有限;短線阻力是6月初橫行區高位(約6.6港元)。安踏12上半財年純利按年下跌17%至人民幣7.7億元(達券商預期12全年度盈利預測約54%);半年營業額下降11.6%至人民幣39.34億元;每股中期息雖減少11.5%至0.23港元,年度化計息率有5厘。至6月底止,安踏微增1.4%至人民幣6.27億元,但平均存貨周轉日數由36日增至50天。安踏指,個別體育用品品牌已積極采取措拖來清理庫存及鞏固其零售渠道,但效果未見顯著,行業仍存在較高的存貨及打折風險。其他體育用品股同受刺激,中國動向〔03818.HK〕、361度〔01361.HK〕、特步國際〔01368.HK〕、匹克體育〔01968.HK〕、李寧〔02331.HK〕分別升4.69%-12.15%。
·安踏體育中期純利7.696億 下降17%仍勝預期

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