大和：李寧盈利可見度不清晰
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大和指非凡領越(00933)過往多輪增持，總可以在短期內推動李寧(02331)股價，所以認為是次增持進一步彰顯對其長期前景的信心。按該行盈利預測計，李寧處於12倍的未來12個月預測市盈率，估值低迷，待基本面現轉機。
該行又表示，據其渠道調查，李寧8月零售銷售或恢復輕微正增長，但主要受天氣改善及網紅（KOL）直播推動，撇除該等因素，需求仍然偏弱，7至8月合計零售銷售仍要下跌，同時折扣幅度按季及按年均繼續擴大，但由於市場預期低下，即使表現僅錄得輕微按月改善，亦可能足以成為市場交易的正面因素。
不過，該行重申李寧的「跑贏大市」評級，目標價15.1元，認為其盈利可見度不清晰，但風險回報比吸引。
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