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《大行報告》高盛上調普拉達(01913.HK)評級至「買入」 目標價升至60元
阿思達克 10-11 16:36
高盛發表研究報告,指相較同業而言,普拉達(01913.HK)過去五年經營指標好壞參半,銷售增長低於平均,經營盈利能力亦較弱,但相信公司正準備踏入盈利重新增長軌道,料2022至2025年間每股盈測年均複合增長達16%,高於同業平均的14%。 該行指出,普拉達核心品牌銷量受批發正常化、減少折扣、以及分銷渠道投資所影響,不過疫情期間,上述戰略舉措的利益被掩蓋,但相信銷售環境正常化後,料將看到普拉達利潤擴張跡象,以及有產品創新以提升客戶粘性。 高盛上調普拉達2022財年每股盈測4%,2023財年則上調6%,以風險回報分析,風險趨向上行,評級由「中性」升至「買入」,目標價由58.5元升至60元。
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