智通财经APP获悉，海通国际发布研究报告称，首次覆盖普拉达(01913)，予“优于大市”评级，目标价81.87港元。高单价+保值属性高的奢侈品相对韧性较强，该行认为超高净值人士奢侈品消费意愿稳定。
报告中称，亚太和欧洲是奢侈品公司最大的市场，预测欧美有望受惠宏观改善+美国大选结果落地，短期内领增全球奢侈品市场，长期中国仍是奢侈品消费巨擎。龙头奢侈品店效持续增长，LVMH、Hermes 均于2024年扩张产能，奢侈品行业有望进一步增长，Prada 近三年已布局增速较高的珠宝及美妆赛道。
海通国际预计，公司2024至2026年各年营业总收入为54.44亿、60.17亿及66.41亿欧元，各年净利润估计分别8.24亿、9.4亿及10.64亿欧元，同比分别增长22.8%、14.1%及13.2%。
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