《大行報告》富瑞下調頤海國際(01579.HK)目標價至19元 評級「跑輸大市」
富瑞發表研究報告指出,頤海國際(01579.HK)去年純利按年跌13.4%,銷售額增長10.9%,意味着其下半年純利跌14.2%至4.17億元人民幣,較該行預期低10%,主要由於低毛利率所致,而銷售額增長5.4%至33.12億元人民幣。
該行提及,考慮到市場需求疲弱、原材料成本上升令頤海國際毛利受壓,以及預期公司第三方渠道銷售增長放緩,該行對其2022至2023財年收入預測下調22%,料公司今年純利下跌10%,維持「跑輸大市」,目標價由29元削至19元。
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