大摩:升普拉達(1913.HK)目標價至30港元 評級“與大市同步”
摩根士丹利發表報告表示,據該行透過渠道進行調查,發現普拉達(1913.HK)
銷售勢頭過去數月有所改善,更由去年底持續至今年初,惟盈利表現仍然疲弱。
但該行相信,在普拉達減少降價及對批發業務進行調整下,市場會重新評估該公司,尤其是料Prada是具有最高復甦潛力的奢侈品牌之一。
該行稱,上調普拉達盈利預測,以反映自2020財年起銷售好轉及盈利復甦的預期,惟該股自去年10月至今已累升40%,估計新型冠狀病毒肆虐下會帶來短期調整空間,維持其“
與大市同步
”評級,目標價由23港元升至30港元,此相當未來一年市盈率33倍。
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