《大行報告》花旗下調普拉達(01913.HK)目標價至51元 評級「中性」
花旗發表報告,將普拉達(01913.HK)下半年銷售預測上調約1%,受惠預期固定匯率增長改善。同時,由於明年需求前景疲軟(2025財年預期固定匯率不變),該行將2024財年預期固定匯率成長率下調約1個百分點,因此維持公司在2023年、2024年及2025年的各年帳面銷售預測大致上不變,各年毛利率預測維持不變,但將下半年營運開支費用上調至按年升9%。
另外,該行將集團2023-25年每股盈測下調2%、4%及4%,估計各年調整後息稅前利潤率分別降至22.4%、22.9%及23.3%。將其目標價由59元下調至51元,評級「中性」。(ca/k)
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