大行評級|美銀:上調普拉達評級至“買入” 相信集團可以繼續跑贏奢侈品行業
美銀證券發表研究報吿指,將普拉達的評級由“中性”升至“買入”,目標價由60港元升至65港元,相信集團可以繼續跑贏奢侈品行業的同時,建立Miu Miu在行內作為主要品牌的地位,抓緊其品牌熱度高峯以推動可持續的增長。
該行上調其對公司2025年至2026年EBIT的預測7%,認為基於以往以時尚為主導的品牌轉型成功案例,市場低估了Miu Miu顯著的盈利能力增量潛力。報吿提及,普拉達年內股價累升約24%,但估值僅相當於預測市盈率17倍,較同業折讓10%,其每股盈測三年年均複合增長率料16%,則高於行業的10%,該行認為“過分便宜”。
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