智通财经APP获悉,普拉达(01913)涨超3%,截至发稿,涨3.12%,报62.8港元,成交额9303.54万港元。
消息面上,美银证券表示,上调其对公司2025年至2026年EBIT的预测7%,认为基于以往以时尚为主导的品牌转型成功案例,市场低估了Miu Miu显著的盈利能力增量潜力。花旗指,以固定汇率计,普拉达第三季收入同比增长18%,首三季增速亦达17%,增长步伐超越同业,预测今年EBIT及每股盈利可增长20%,下半年利润率前景向好,当中MiuMiu品牌表现强劲,仍是主要增长动力。
瑞银近期研报指出,普拉达强劲的增长动力主要来自于其产品创新与品牌魅力,相信集团今年底将成为增长最快的上市奢侈品品牌,预测全年内生销售增幅可达16%,对比行业预料为同比持平。这导致市场对公司盈测出现今年以来最大幅度向上调整。该行重申普拉达“买入”评级,目标价由原先74港元升至77港元。
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