瑞银近期研报指出，普拉达强劲的增长动力主要来自于其产品创新与品牌魅力，相信集团今年底将成为增长最快的上市奢侈品品牌，预测全年内生销售增幅可达16%，对比行业预料为同比持平。这导致市场对公司盈测出现今年以来最大幅度向上调整。该行重申普拉达“买入”评级，目标价由原先74港元升至77港元。Prada (01913) rose over 3%, as of this writing, up 3.12%, at 62.8 HKD, with a trading volume of 93.0354 million HKD.
According to Zhito Finance APP, Prada (01913) rose over 3%, as of this writing, up 3.12%, at 62.8 HKD, with a trading volume of 93.0354 million HKD.
On the news front, Bank of America Securities stated that it has raised its forecast for the company's EBIT from 2025 to 2026 by 7%, believing that the market has underestimated Miu Miu's significant potential for profit growth based on past successful transformations of fashion-led brands. Citigroup indicated that, at fixed exchange rates, Prada's third-quarter revenue grew by 18% year-on-year, and the growth rate for the first three quarters also reached 17%, outpacing its peers. It predicts that this year's EBIT and earnings per share could grow by 20%, with a favorable profit margin outlook for the second half of the year, particularly driven by the strong performance of the Miu Miu brand.
Recent research reports from UBS Group pointed out that Prada's strong growth momentum mainly comes from its product innovation and brand appeal, believing that the group will become the fastest-growing publicly listed luxury goods brand by the end of this year, predicting an annual organic sales growth of up to 16%, compared to the industry's expectation of year-on-year flat growth. This has led to the largest upward adjustment in market earnings estimates for the company this year. The bank reaffirmed Prada's 'buy' rating, with the target price raised from the previous 74 HKD to 77 HKD.
