【大行评级|麦格理:下调普拉达目标价至66港元 收购Versace将稀释今明两年EBIT利润率】麦格理发表研究报告指,普拉达拟以现金作价13.75亿美元全购Versace,将稀释普拉达今明两年的EBIT利润率,并自明年下半年起逐步恢复。该行指,Versace在2025财年对美国、欧洲与中东及非洲地区(EMEA)及亚太区的销售占比分别为31%、42%及27%,并拥有零售门店227家。该行将普拉达今明两年的净利润预测分别下调6%及5%,以纳入收购Versace的影响,将其目标价下调25%至66港元,评级“跑赢大市”。

金融界
11 Apr
麦格理发表研究报告指,普拉达拟以现金作价13.75亿美元全购Versace,将稀释普拉达今明两年的EBIT利润率,并自明年下半年起逐步恢复。该行指,Versace在2025财年对美国、欧洲与中东及非洲地区(EMEA)及亚太区的销售占比分别为31%、42%及27%,并拥有零售门店227家。该行将普拉达今明两年的净利润预测分别下调6%及5%,以纳入收购Versace的影响,将其目标价下调25%至66港元,评级“跑赢大市”。

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