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《大行報告》富瑞下調頤海國際(01579.HK)目標價至18.3元 評級「持有」
富瑞發表報告,頤海國際(01579.HK)上半年純利升36%至3.58億元人民幣,期內銷售跌2.7%至26億元人民幣,而銷售表現大致上符合該行及市場預期,而純利則勝於預期,因毛利率較佳及節省分銷費用。 該行料頤海今年下半年銷售及純利分別增6.5%及4.8%。下半年毛利率料按年持平;考慮其與海底撈(06862.HK)的價格談判持續,或跌0.2個百分點。該行將公司在2023年至24年盈利預測上調4%至9%,並將2025年盈利預測下調1%,將其目標價由19.65元下調至18.3元,維持其評級爲「持有」。
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