05/07/2025, 05:02 AM UTC
昂跑：关注市场预期（评级上调）On Holding: Watch The Narrative (Rating Upgrade)
1、昂跑（On Holding AG）凭借创新设计和消费者吸引力，持续快速抢占跑鞋市场份额；2、即将发布的Q1财报预计凸显品牌增长，但在关税不确定性下，未来业绩指引至关重要；3、尽管估值较高，增长预期支撑股价，合理估值预计为57.5美元，但市场情绪变化可能带来风险。1. On Holding AG continues to rapidly gain market share in running shoes, driven by innovative designs and consumer appeal; 2. The upcoming Q1 report is expected to highlight brand growth, with future guidance crucial amid tariff-related uncertainties; 3. Despite a high valuation, the growth narrative supports the stock, with a fair value estimate of $57.5, though risks remain due to potential shifts in market sentiment.---
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