华泰金融(HK)：给予安踏体育(02020.HK)“买入”评级 目标价117.98港元
华泰金融(HK)10月13日发布公告。ANTA Sports (ANTA) announced 3Q24 operational performance: in 3Q24, the ANTA/Fila brands saw mid/low-single-digit yoy growth/decline in retail sales, while retail sales of the other brands (including Descente and Kolon) grew by 45-50% yoy. In 3Q24, while revenue growth was disrupted by typhoons, hot weather, as well as the pace of economic rally, the company maintained sector-leading performance. In light of the leader’s resilient operations, we maintain our 2024E/2025E/2026E diluted EPS estimates at RMB4.27/4.88/5.51. Given its notable edges in market share, revenue and brand power, coupled with the improving market liquidity and sentiment, we value the stock at 22.0x 2025E PE, above the peers’average of 9.5x on Wind consensus, for our target price of HKD117.98 (previous: HKD93.5; HKD/RMB: 0.91). Maintain BUY.
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