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港股異動丨頤海國際(1579.HK)5連跌創3年新低 花旗指其業績缺乏增長動力
格隆匯3月9日丨頤海國際(1579.HK)續跌8.73%,5日累跌達26%。現報23港元創3年新低價,總市值240億港元。花旗發研報指,目前頤海國際的幾款符合調味品的零售價格/出廠價格下調了約30%/10-15%,這反映出公司的銷售額處於停滯狀態。下調目標價32.4%至21.1港元,維持“賣出”評級。鑑於大宗商品價格上漲的形勢,該行預計其2022年利潤率壓力將較高:原材料成本每增加10%,其收益就會降低18%。此前海底撈發佈的2021年盈利預警也透露了其成本壓力較大。

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