大行评级丨瑞银:普拉达次季业绩胜预期,目标价升至39.5港元

格隆汇
Aug 04
瑞银发表研报指,普拉达第二季有机销售增长7%,好过市场预期的约3%,主要受惠于Prada品牌零售及批发业务表现均胜预期。Prada品牌零售销售同比增长6%,高于市场预期约3%。但该行认为,单凭第二季表现,仍未足以大幅改变目前的投资观点,若要令市场情绪明显改善,Prada品牌的复苏需延续至下半年,因此强劲表现倘能于第三季持续,预料将引发投资者对公司盈利预测上调及潜在重估。因应零售销售动力胜预期,瑞银将普拉达2026至2028年每股盈利预测上调最多1%,维持“中性”评级,目标价由39.1港元升至39.5港元。

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