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《大行報告》花旗上調普拉達(01913.HK)目標價至63.9元 評級「中性」
阿思達克 05-18 09:41
花旗發表報告指,在內地和日本Miu Miu品牌表現推動下,普拉達(01913.HK)首季銷售增長勝預期,且按季增長加快,因此該行上調集團2023/2024財年銷售預測1%,以反映Prada和Miu Miu的持續品牌熱度和4月的強勁趨勢。 該行預測,2023財年按固定匯率計銷售按年增長16%,之前預測為13%。維持2023和2024財年毛利率預設不變,分別按年增長40和20個基點,至79.2%和79.4%,並將營運成本增長提高約1個百分點,原因是銷售增長和對品類擴張投資、店舖翻新等。目標價由61.3元上調至63.9元,反映上調盈測,評級「中性」。
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