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《大行报告》花旗降普拉达(01913.HK)评级至「中性」 目标价上调至47元
阿思达克 12-15 10:01
花旗发表研究报告,降普拉达(01913.HK)2020至2021年期间每年销售预期2%,以反映欧洲新一轮限制社交距离措施,以及美国大选後潜在购买力减弱,加上未来一季新一波疫情的风险,及疫苗进度缓慢。该竹行下调对普拉达投资评级由「买入」降至「中性」,但将目标价由34元上调至47元。

该行预期普拉达今年度按不变汇率之销售收入将跌24%,料明年反弹约20%,估计EBIT稍降。

花旗表示,对普拉达中期盈利增长看好,因品牌定位和市占率见改善,未来数年公司会继续改善品牌定1位,包括在手袋产品的设计、定价,重新推出经典款,与其他品牌合作,针对可持续物料,数码投资等,相信有助改善损益表。

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