智通财经APP获悉,普拉达(01913)早盘涨超5%,截至发稿,涨2.72%,报64.2港元,成交额1864.54万港元。
消息面上,此前有媒体报道,普拉达正在评估收购意大利高级时装品牌范思哲的可能性,并与顾问合作考虑可能的交易。其中花旗为普拉达提供建议。报道指出,自去年12月中旬以来,越来越多传言称Capri准备出售范思哲和Jimmy Choo两大品牌,并委托巴克莱研究出售可能。
麦格理发布研究报告称,上调普拉达盈利预测,以反映Miu Miu的强劲走势、Prada具韧性的表现及正在改善的经营杠杆。该行预计,普拉达去年第四季收入同比增15%,主要受到Miu Miu强劲的走势以及Prada在各地区具韧性表现的支持。该行预期公司去年下半年的经营盈利同比增20%,主因为经营杠杆及有利的品牌组合。该行相信,Miu Miu仍有充足增长空间,指该品牌截至去年上半年,在全球仅拥有139家门店,远少于Prada的417家门店。
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