《大行報告》大和下調頤海國際(01579.HK)目標價至22.7元 評級「持有」
大和發表報告指,頤海國際(01579.HK)去年下半年業績表現令人失望,純利較市場預期低14%,主要由於需求疲弱及競爭更大。而管理層在分析員會議上提到集團年初至今面對原材料成本壓力,但渠道庫存在首季正常化。
大和下調頤海國際股份目標價,由45.2元降至22.7元,評級維持「持有」,並調低集團今明兩年收入預測14%至20%,盈利預測亦降低20%至24%。
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