港股异动|颐海国际自历史高点回落大和降评级至“持有”
格隆汇8月22日丨颐海国际(1579.HK)昨日高见48.45元港刷新历史新高,并录得五连阳,颐海国际现跌3.7%,报45.5港元,不过颐海国际今年累计涨幅仍达到约138%,成交1.5亿港元,总市值476亿港元。大和今日发布研报称,颐海国际上半年纯利按年升46%,符预期,收入升64%,高于市场预期,主因第三方销售增长快于预期,销售组合变化利好亦带动毛利率扩张,但经营利润率下跌,主因增加开支以支持新产品推出,及新工厂的前期支出。该行预期下半年来自新工厂对毛利率的压力,被有利的销售组合所抵销,管理层预期今年经营利润率能保持。目标价由43.3元升至46.7元,惟股价今年来累计升幅已达147%后,评级由“跑赢大市”降至“持有”。
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