《大行報告》大摩:頤海國際(01579.HK)去年純利遜預期 因營業費用較高
頤海國際(01579.HK)公布去年業績後,今日股價捱沽,最新報88.35元下挫10.9%,成交額達25.24億元。摩根士丹利發表報告表示,頤海國際2020年銷售額按年增長25%、淨利潤增長23%,分別較該行原先預期各低3%和6%。方便速食產品藉推新產品優於該行預期,但調味品業務遜預期,指公司去年營業費用較高,相關比率按年升0.6個百分點。
該行指,將關注頤海國際今年營運前景,特別是新產品增長動力、產品營銷劃分發展的。大摩維持頤海國際「增持」投資評級及目標價118元。
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