大行評級|麥格理:上調普拉達目標價至70港元 上調2024至26年純利預測
麥格理研究報吿指,普拉達因固定匯率及跑贏同業,次季銷售錄得按年升18%,而強勁的銷售走勢亦在7月持續,公司上半年的經營盈利及純利均好過該行預期3%及8%,管理層料下半年的經營槓桿將更強。基於普拉達第二季強勁業績和營運槓桿的改善,因此上調公司2024至2026年純利預測分別2.7%、6.8%及6.2%,將目標價升2%至70港元,維持其“跑贏大市”評級,認為下一個催化劑將會是旗下Miu Miu在亞洲以外市場的滲透率。
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