港股異動丨頤海國際(1579.HK)漲7%創逾3個月新高 券商料2020年淨利同比增長32%
格隆匯1月22日丨頤海國際(1579.HK)逆勢拉昇6.87%,4日連漲20%。報126港元創逾3個月新高價,總市值1319億港元。中金預計頤海2020年收入同比增26%,預計淨利潤同比增32%至9.5億元,符合市場預期。維持2020/21年盈利預測,引入2022年淨利潤預測15.9億元。考慮市場估值中樞上移,中金上調頤海國際目標價10%至115港元,維持跑贏行業評級。未未公司有望繼續進行細分品類擴張,進入香辛料甚至單一調味品等領域,我們看好公司強組織能力下持續品類擴張帶來的長期價值。

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