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《大行報告》高盛上調普拉達(01913.HK)目標價至56元 評級「中性」
阿思達克 06-30 10:48
高盛發表報告,對奢侈品行業中期增長前景信心增加,預計普拉達(01913.HK)2021年的按固定匯率銷售額增長預測將達到31.4%,之前為24.1%,意味著2021年的基本銷售與2019年大致持平。2021年的EBIT利潤率預測由原先10%輕微上調至10.6%,目標價由50元上升至56元,保持「中性」評級。

高盛預計,普拉達今年上半年的按固定匯率銷售額增長將達到59%,認為奢侈品的環境仍然有利,雖然歐洲市場因沒有旅遊業帶動而保持低迷,但特別是在中國和美國的本地消費力量仍然具韌性,加上大型品牌繼續表現出色。在今年上半年,該行預計普拉達在亞太地區(日本除外)和北美的銷售額將分別比2019年上半年的水平高出17%和11%。

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