智通财经APP获悉，麦格理发布研报称，普拉达(01913)上半年销售额按固定汇率计算同比上升9%，大致符合该行预测。由于收购Versace的非经常性成本，净利同比上升0.6%，与该行预测相差7%。该行下调普拉达2025至27年各年净利预测各7.6%、7.1%及6.6%，以计入上半年业绩与品牌投资。目标价由65港元下调8%至60港元，评级跑赢大市。
报告引述管理层预期至8月底，日本及欧洲的整体旅游客流量同比将转为平稳。公司将优先提升品牌价值，并相信透过营运杠杆仍有改善盈利能力的空间。管理层相信，MiuMiu在许多国家的渗透率仍然偏低，在品类和组合方面仍有进一步改善的潜力。
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