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《大行報告》大摩升普拉達(01913.HK)目標價至65元 上調銷售和EBITDA利潤率預測
阿思達克 03-08 12:05
摩根士丹利發表報告指,普拉達(01913.HK)2023年度業績表現勝於預期,再加上首席執行官Andrea Guerra於業績電話會議中上充滿信心提到,2024年初公司業績開局好於預期,是正面驚喜。雖然跟以往一樣,管理層沒有給予今年收入或盈利指引,但指出集團將繼續跑贏其他同業。該行認為市場對集團的預測較為保守,而以上因素令該行對普拉達的銷售增長率預測由10.1%上調至11.3%,同時亦將息稅前利潤(EBIT)預測由22.9%上調至23.1%。因此大摩將普拉達目標價由58元上調至65元,評級「增持」。 該行對普拉達的復甦持樂觀態度,並預期隨著品牌繼續提高銷售密度並產生營運槓桿,公司的利潤率將保持良好。(js/k) ~
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