XYellow
2021-06-29
李宁安踏是国内龙头,产品布局完善、设计不拉跨,在新疆棉推动及国货意识崛起背景下,业绩及股价提升仍然有空间。
李宁现在贵吗?贵!产品和股价都贵!可以买吗?可以!产品和股票都能买。
但与其追李宁,我更希望361匹克之流能奋起直追,品牌之间越激烈,消费者越收益。
@话题虎:
急!李宁业绩爆炸260%!股价暴涨22%!还能买吗?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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收入增长超过60%! 此业绩大潮市场预期! 据悉,李宁今年业绩腾飞的背后,“新疆棉”事件起到了推波助澜的作用。 (详见:新疆棉事件,吹响了“国产服装”崛起的号角!) 如今,各大行已纷纷提高了李宁的评级: 招商证券:基于21财年70.1倍的目标市盈率(与之前一致),维持买入评级,目标价103.3港元! 国信证券:考虑到李宁领先的品牌力和成长性,维持“买入”评级,对应2022年PE49-50x,合理估值102.1-104.2港元! 兴业证券:李宁产品力国内一流,可与$耐克(NKE)$ 抗衡,上调至买入评级,目标价至97港元! 摩根士丹利:增持评级,目标价由71元升至99港元! 大和:重申李宁“买入”评级,目标价大幅上调45.5%至97.5港元! 中金:予李宁“跑赢行业”评级,目标价升18%至107.76港元! 招银国际:维持“买入”评级,上调目标价至103.82港元 ! 中信建投:上调李宁评级,评级由“增持”调整为“买入”! 高盛:预计国产品牌市场份额将上升,李宁、$安踏体育(02020)$ 未来上涨空间或达50%! …… 最后,大家聊一聊: 虎友们,李宁买不买?在线等!急!!! 精彩留言用户可获得888社区积分噢! $361度(01361)$ $特步国际(01368)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/127465869","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["02020","01368","NKE","01361"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":127465869,"totalAmount":888,"balance":0,"end":true,"deadline":1625224551847,"description":"440虎币已分给5位参与者,剩余448虎币已退还至发起者","remainingNumber":95},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":936,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1460,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["02020","02331"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":234,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/150723474"}
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