Prada S.p.A.

SEHK:1913 주식 리포트

시가총액: HK$93.9b

Prada 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Andrea Guerra

최고경영자

€7.6m

총 보수

CEO 급여 비율22.46%
CEO 재임 기간3.3yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간3.3yrs
이사회 평균 재임 기간4.7yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 05

1913: Brand Elevation And Execution On Cash Generation Will Support 2026 Luxury Recovery

Analysts have trimmed their HK$ price targets on Prada, citing a lower fair value estimate and a more conservative future P/E multiple. A series of recent downgrades has reinforced a cautious stance on the stock.
내러티브 업데이트 Apr 21

1913: 2026 Recovery Hopes Will Confront Cautious Stance On Execution Risks

Analysts have reduced their HK$ fair value estimate for Prada from about HK$40.81 to around HK$37.66, reflecting recent price target cuts and downgrades to more cautious stances. Analyst Commentary Recent research has highlighted a more cautious tone around Prada, with bearish analysts trimming fair value estimates and shifting to more neutral positions.
내러티브 업데이트 Apr 06

1913: 2026 Dividend Catalyst Will Reward Patience After Tough 2025

Analysts have trimmed their fair value estimate for Prada to about HK$54 from roughly HK$59, citing slightly more conservative growth assumptions, a higher discount rate and lower future P/E expectations, along with recent rating downgrades from firms such as Kepler Cheuvreux and Macquarie, partly offset by a more constructive view from Barclays. Analyst Commentary Recent research on Prada shows a clear split between more constructive voices looking at potential upside and more cautious views focused on execution risk and valuation reset.
내러티브 업데이트 Mar 23

1913: Brand Elevation And Direct Channels Will Underpin 2026 Luxury Recovery Potential

Narrative Update Analysts have trimmed their Prada price target to about HK$75 from roughly HK$83, reflecting slightly softer assumptions for revenue growth and profit margins. At the same time, they factor in a higher future P/E and note mixed recent views that range from a Neutral stance with a HK$46 target to an Overweight call at HK$68.
내러티브 업데이트 Mar 08

1913: Recovery In 2026 Will Reward Patience After Tough 2025

Analysts have trimmed their blended fair value estimate for Prada shares to about HK$59 from roughly HK$61. This reflects a more cautious stance after a recent downgrade to Neutral at HK$46, alongside a still constructive HK$68 Overweight target, and updated assumptions for a slightly higher discount rate, modestly stronger revenue growth, and a slightly lower profit margin and future P/E.
내러티브 업데이트 Feb 22

1913: Recovery Expectations For 2026 Will Renew Interest After Tough 2025

Analysts have trimmed their HK$ price target on Prada by a small amount, reflecting slightly adjusted fair value and growth assumptions after what they expect to be a challenging 2025, followed by a potential recovery for the wider luxury sector in 2026. Analyst Commentary Bullish Takeaways Bullish analysts see the HK$68 price target as reflecting confidence that the brand can sustain its premium positioning once conditions for luxury spending improve after the period they expect to be challenging in 2025.
내러티브 업데이트 Feb 08

1913: 2026 Sector Recovery Expectations Meet Measured View On Execution Risks

Analysts have nudged their fair value estimate for Prada higher to HK$40.81 from HK$40.27, reflecting slightly adjusted assumptions around revenue growth, profit margins and future P/E, along with renewed optimism that the luxury sector could see a recovery after 2025. Analyst Commentary Recent research on Prada points to a split view.
내러티브 업데이트 Jan 24

1913: Recovery Setup In 2026 Balances Margin Concerns And Reduced Market Multiple

Prada’s updated analyst price target moves from about $45.04 to $40.27, as analysts factor in higher assumed revenue growth, slightly lower profit margins, and a reduced future P/E, while still describing a potential recovery setup for luxury in 2026. Analyst Commentary Recent research frames Prada as part of a potential recovery setup for luxury in 2026.
분석 기사 Jan 23

Prada S.p.A.'s (HKG:1913) Intrinsic Value Is Potentially 42% Above Its Share Price

Key Insights The projected fair value for Prada is HK$59.16 based on 2 Stage Free Cash Flow to Equity Prada is...
내러티브 업데이트 Jan 10

1913: Higher Growth Forecasts Will Support Renewed Interest Despite Margin Pressure

Analysts have trimmed their fair value estimate for Prada to €61.26 from €61.94, citing slightly higher discount rate assumptions, a modest adjustment to profit margin expectations, and a revised future P/E input. Valuation Changes Fair Value Estimate reduced slightly to €61.26 from €61.94.
내러티브 업데이트 Dec 27

1913: Brand Elevation And Direct Channels Will Drive Long Term Upside

Analysts have modestly raised their price target on Prada to HK$53 from HK$50, reflecting slightly higher long term growth and valuation assumptions, even as they flag a multi year "hangover" period for the broader luxury sector and an increasingly crowded field of creative directors. Analyst Commentary Bullish analysts acknowledge a more challenging backdrop for the luxury sector, but still see room for Prada to outperform select peers over the medium term.
내러티브 업데이트 Dec 13

1913: Brand Momentum And Direct Channels Will Drive Long Term Upside

Analysts have trimmed their price target on Prada to HK$53 from HK$60, citing a reassessment of sector growth prospects after an extended boom period and increased competitive uncertainty as more creative directors debut across leading luxury houses. Analyst Commentary While the latest move reflects a more cautious sector stance, bullish analysts still highlight several supportive factors underpinning Prada’s long term investment case, particularly around brand momentum, execution discipline, and structural growth opportunities.
분석 기사 Dec 12

Prada (HKG:1913) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
내러티브 업데이트 Nov 29

1913: New Creative Leadership Will Drive Renewed Interest Amid Sector Slowdown

Analysts have reduced their price target for Prada from HK$60 to HK$53. This change reflects a more cautious sector outlook amid a slowdown following several years of above-average luxury market growth.
내러티브 업데이트 Nov 15

1913: Future Creative Direction Will Drive Momentum After Sector Challenges

Prada's analyst price target has been revised slightly upward to approximately HK$63.22 from HK$62.32. Analysts cite ongoing sector headwinds but maintain optimism for the brand's long-term fundamentals despite a period of industry adjustment.
내러티브 업데이트 Oct 31

1913: Rising Creative Director Presence Will Shape Luxury Sector Dynamics Ahead

Prada's analyst price target has increased slightly from HK$61.64 to HK$62.32, as analysts acknowledge stable fundamentals and moderate growth expectations. This comes amid a cautious outlook for the luxury sector.
분석 기사 Oct 19

Getting In Cheap On Prada S.p.A. (HKG:1913) Is Unlikely

When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
내러티브 업데이트 Oct 17

Digital Retail And Sustainable Efforts Will Open New Markets

Narrative Update on Prada Analysts have lowered their price target for Prada from HK$60 to HK$53, citing expectations of a slower period of growth for the luxury sector and adjusting projections accordingly. Analyst Commentary The recent reassessment of Prada's rating and price target reflects a nuanced view on the company's near-term outlook as well as the broader luxury sector's trajectory.
내러티브 업데이트 Oct 03

Digital Retail And Sustainable Efforts Will Open New Markets

Narrative Update: Analyst Price Target Adjustment for Prada Analysts have revised their price target for Prada downward from €64.60 to €62.78. Updated forecasts for revenue growth and profit margin are cited as key factors in the adjustment.
내러티브 업데이트 Sep 17

Digital Retail And Sustainable Efforts Will Open New Markets

Prada’s future P/E ratio has surged markedly, indicating much higher expected earnings multiples, while the consensus analyst price target has remained nearly flat, rising only marginally from HK$63.71 to HK$64.60. What's in the News Board meeting scheduled to approve and announce unaudited interim results for the six months ended June 30, 2025.
내러티브 업데이트 Aug 27

Digital Retail And Sustainable Efforts Will Open New Markets

Despite the analyst price target for Prada remaining essentially stable, a sharp increase in the future P/E ratio suggests significantly higher earnings expectations have not materialized, ultimately leaving the fair value nearly unchanged at HK$63.77. What's in the News Meta and EssilorLuxottica plan to release AI-powered smart glasses under both Oakley and Prada brands, signaling Meta’s effort to expand wearable hardware into the luxury fashion segment through new partnerships (CNBC).
분석 기사 Aug 19

An Intrinsic Calculation For Prada S.p.A. (HKG:1913) Suggests It's 26% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Prada fair value estimate is HK$56.13 Prada's HK$41.52 share...
내러티브 업데이트 Aug 07

Digital Retail And Sustainable Efforts Will Open New Markets

With the consensus analyst price target for Prada unchanged at HK$63.92, the notable surge in the forward P/E ratio from 23.18x to 211.31x suggests sharply diminished earnings expectations, supporting the lack of upward revision in fair value. What's in the News Meta and EssilorLuxottica are launching AI-powered smart glasses under the Prada and Oakley brands, expanding Meta's wearable hardware to more fashion companies, with Prada marking a first-time partnership in this product category (CNBC).
분석 기사 Aug 01

Earnings Miss: Prada S.p.A. Missed EPS By 5.6% And Analysts Are Revising Their Forecasts

It's been a sad week for Prada S.p.A. ( HKG:1913 ), who've watched their investment drop 16% to HK$40.60 in the week...
분석 기사 Jul 28

Is Prada S.p.A. (HKG:1913) Potentially Undervalued?

Let's talk about the popular Prada S.p.A. ( HKG:1913 ). The company's shares saw significant share price movement...
분석 기사 Jul 10

Prada S.p.A.'s (HKG:1913) Business Is Trailing The Market But Its Shares Aren't

Prada S.p.A.'s ( HKG:1913 ) price-to-earnings (or "P/E") ratio of 16.7x might make it look like a sell right now...
분석 기사 May 23

These 4 Measures Indicate That Prada (HKG:1913) Is Using Debt Safely

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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새로운 내러티브 Mar 09

Expansion Of Miu Miu Will Broaden Market Presence In Future

Prada's strategic investments in store renovation and Miu Miu expansion are set to enhance consumer experience and drive substantial revenue growth.

CEO 보수 분석

Andrea Guerra의 보수는 Prada의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025€8m€2m

€852m

Sep 30 2025n/an/a

€847m

Jun 30 2025n/an/a

€841m

Mar 31 2025n/an/a

€840m

Dec 31 2024€7m€2m

€839m

Sep 30 2024n/an/a

€794m

Jun 30 2024n/an/a

€749m

Mar 31 2024n/an/a

€710m

Dec 31 2023€6m€2m

€671m

보상 대 시장: Andrea의 총 보수(USD8.86M)는 Hong Kong 시장에서 비슷한 규모 기업의 평균(USD959.81K)보다 높습니다.

보상과 수익: Andrea의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Andrea Guerra (60 yo)

3.3yrs
재임 기간
€7,639,000
보수

Mr. Andrea Guerra serves as Chief Executive Officer and Executive Director at Prada S.p.A. since January 26, 2023. He served as the Head of Hospitality & Restaurant Business at LVMH Moët Hennessy - Louis V...


리더십 팀

이름직위재임 기간보수지분
Patrizio Bertelli
Founder & Executive Chairman22.5yrs€21.18m데이터 없음
Andrea Guerra
CEO & Executive Director3.3yrs€7.64m데이터 없음
Paolo Zannoni
Executive Deputy Chairman5yrs€5.18m데이터 없음
Andrea Bonini
CFO & Executive Director4yrs€2.17m데이터 없음
Lorenzo Bertelli
Chief Marketing Officer7.3yrs€507.00k데이터 없음
Miuccia Prada Bianchi
Executive Directorno data€21.18m데이터 없음
Cristiano Agostini
Group Chief Information Officer4.8yrs데이터 없음데이터 없음
Francesca Secondari
Group General Counsel & Chief Legal Officer3yrs데이터 없음데이터 없음
Rosa Santamaria Maurizio
Group Chief People Officer2.7yrs데이터 없음데이터 없음
Maurizio Ciabatti
Chief Real Estate Officer10.3yrs데이터 없음데이터 없음
Giulio Brini
MD of APAC Regionno data데이터 없음데이터 없음
Pablo Carola
Chief Corporate Officer Middle East2.4yrs데이터 없음데이터 없음
3.3yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: 1913의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.3 년).


이사회 구성원

이름직위재임 기간보수지분
Patrizio Bertelli
Founder & Executive Chairman22.5yrs€21.18m데이터 없음
Andrea Guerra
CEO & Executive Director3.3yrs€7.64m데이터 없음
Paolo Zannoni
Executive Deputy Chairman5yrs€5.18m데이터 없음
Andrea Bonini
CFO & Executive Director3.5yrs€2.17m데이터 없음
Lorenzo Bertelli
Chief Marketing Officer5yrs€507.00k데이터 없음
Miuccia Prada Bianchi
Executive Director22.5yrs€21.18m데이터 없음
Cristiana Ruella
Independent Non-Executive Director2.1yrs€164.00k데이터 없음
Yoel Zaoui
Lead Independent Director5yrs€193.00k데이터 없음
Roberto Spada
Chairman of Board of Statutory Auditors14yrs데이터 없음데이터 없음
Pamela Culpepper
Independent Non-Executive Director4.3yrs€193.00k데이터 없음
Ilaria Resta
Independent Non-Executive Directorless than a year€52.00k데이터 없음
Anna Rugarli
Independent Non-Executive Director4.3yrs€218.00k데이터 없음
4.7yrs
평균 재임 기간
60.5yo
평균 나이

경험이 풍부한 이사회: 1913의 이사회경험이 있음으로 간주됩니다(평균 재임 4.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 10:20
종가2026/05/22 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Prada S.p.A.는 51명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Julian EasthopeBarclays
Carole MadjoBarclays
Jiaying HuangBarclays