花旗:普拉达维持“中性”评级 目标价下调至39.90港元

新浪港股
Sep 30
热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易
客户端

  花旗发布研报称,维持普拉达(01913)“中性”评级,将目标价由41.5港元下调至39.9港元。该行将2026至2028年各年集团净销售预测下调约1%,反映对Prada及Miu Miu下半年固定汇率增长假设更为审慎,因中国及亚洲其他地区客流较弱、中东持续受扰,以及美国与韩国比较基数较高。该行因此将2026至2028年EBIT及每股盈利预测下调约3%。

  该行预计,第三季度业绩将于10月22日公布,期内净收入为14.8亿欧元,包括固定汇率有机增长持平,以及Versace并表贡献约9个百分点。按渠道固定汇率有机同比计,零售持平、批发跌1%、特许权收入升8%;零售按地区计,欧洲跌4%、北美升8%、亚太跌1%、日本升3%、中东跌20%;零售按品牌计,Prada持平、Miu Miu跌3%、Versace跌9%。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10