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摩根士丹利:下調頤海國際(1579.HK)盈利預測 降目標價至62港元
格隆匯 06-09 12:40

摩根士丹利發表研究報吿指出,頤海國際(1579.HK)中期利潤率可見度依然很低,因競爭加劇及公司在多品牌上的嘗試,故下調其目標價38%至62港元。

又指,因短期銷售和利潤率壓力,頤海國際股價自3月底以來已修正逾30%,而公司在新產品和新品牌上更高的市場投入,以及新產品更低的毛利率,將令中期利潤率受壓,惟仍對長期增長和獲得市場佔有率的能力展望積極。

大摩已下調頤海國際2021-23年之盈利預測10%-15%。

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