《大行報告》富瑞下調頤海國際(01579.HK)目標價至26.2元 評級「持有」
富瑞發表研究報告指,頤海國際(01579.HK)去年下半年錄得高於預期的盈利,因節省了廣告及推廣成本及加快第三方火鍋調味品銷售增長。管理層指,火鍋底料將作為長線增長業務,並於今年加大在中式複合調味品的發力,產品研發將是未來的核心發展,以供應鏈為支撐。
該行表示,由於預期方便食品增長將會放緩,將2023財年的淨利潤預測上調2%,而2024財年則料下跌4%,目標價由28元下調至26.2元,維持「持有」評級。
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