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李宁 (2331 HK) 非必需消费品
分析师 建议 目标股价 上升/下降(%)
国信香港研究团队覆盖 买入 HKD6.00 (73.3)
总市值(十亿港元/十亿美元) 日均成交额(百万美元) 收盘 9月 17 52周最高/最低(港元)
52/6.6 33.8 HKD22.50 6.3 - 24.6
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股票数据
 一天一周一个月三个月六个月一年从月初从年初
绝对回报 (%) 1.81 (0.66) 10.29 57.56 94.64 225.62 (2.81) 167.86
绝对回报 (美元, %) 1.84 (0.38) 10.66 57.89 95.45 226.76 (2.50) 168.36
相对于 HSI 回报 (%) 3.04 (1.06) 6.19 59.17 102.30 226.14 (6.95) 164.20
 
最新五个研究报告
下面包含5个最新的研究报告,请到研究报告存库页面检索所有相关文件。
 
李宁(02331.HK)中报业绩点评 盈利稳步复苏,品牌形象提升 - 8月 28, 2018 (6 页)  
李宁于8月13日公布了半年度业绩。其中收入47.13亿元人民币,同比增加17.9%;归属母公司净利润同比增加42%到2.69亿元人民币;电子渠道收入占比持续提升。公司致力于打造和升级品牌形象,以差异化的产品满足不同类型消费者的需求,提升品牌影响力。

Li Ning (2331 HK)_2016 results in line, Focusing on margin - 3月 24, 2017 (5 页)  
Excluding the disposal gain of RMB 313mn, Li Ning’s core net profit climbed 23 times y-o-y at RMB 330mn, in-line with our estimate. This was driven by the acceleration in SSSG in 4Q16, improvement in sell-through mix and effective costs savings in 2016. However, we cut our 2017F earnings by 11% on lower net margin guidance. Maintain BUY with lower TP at HKD6.00. (Previous: TP HKD6.5).

Li Ning Co Ltd (2331 HK) A Nature Winner - 1月 19, 2017 (6 页)  
We initiate our coverage on Li Ning (2331 HK) with BUY rating at target price HK$6.5, implying 32.9% upside. We like Li Ning on its (1) continuous gain in market share within China sportswear sector; (2) Improving operating metrics in channel inventory and network; and (3) Accelerating earnings growth for 2016. Recent share price correction (concern on CB with TPG) should provide a good entry ahead of the announcement of 2016 results, which could trigger up its share price.

Li Ning (2331 HK) Key takeaway from pre-result NDR - 1月 12, 2017 (3 页)  
On 12 Jan, we hosted a pre-result non-deal roadshow with Li Ning (2331.HK, NR) with more than 20 investors attended. Li Ning is due to announce its 2016 results on 23rd March. Investors were interested in: (1) the momentum in 4Q16 vs 1H16, (2) key developments for 2017 including the new licensing brand Danskin, and (3) the convertible bonds from TPG expiring in Feb 2017.

032916_李宁 (2331 HK) 技术跑手 - 3月 29, 2016 (2 页)  
最近李宁有限公司管理层应邀出席我们主办的15 财年业绩发布后 非交易路演,李宁由连续三年(12-14 财年)净亏损转为首次录得人 民币1,400 万净盈利。非交易路演中投资者对业绩反应不一,他们 最感兴趣的是李宁2016 年未来几个季度的零售渠道发展与产品创 新。


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