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《大行報告》大和上調頤海國際(01579.HK)目標價至67元 評級維持「持有」
阿思達克 06-11 10:03
大和發表報告指,曾與頤海國際(01579.HK)管理層舉行電話會議,對方提供了本季初至今的業務更新,以及新型肺炎疫情後的恢復情況。

該行引述集團管理層提到,今年首季家居煮食及即食食品的銷售增長續具韌性,而關聯方的銷售按季亦有逐步改善,但按年計仍未恢復。另外,管理層預期今年上半年的火鍋調味品和中式調味品銷售均可有雙位數增長,而毛利率亦可受惠於第三方銷售貢獻提升。

大和上調頤海國際股份目標價,由56元升至67元,評級維持「持有」。該行認為,集團在快速增長的家居煮食產品,及銷售渠道的方便細小火鍋產品的市場佔有率正提升,相信由於第三方銷售較預期為強,加上關聯方銷售在下半年開始復甦,集團在正面盈利調整下或有估值重評。

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