智通财经APP获悉，美银证券发布报告称，下调对颐海国际(01579)今年盈利预测4%，目标价上调17%，由11.6港元升至13.6港元，目标市盈率由10倍提高至12倍，基于更佳的第三方收入增长。基于竞争压力、产品组合降级以及增长能见度降低的因素可能持续，重申该股“跑输大市”评级。
报告中称，颐海去年业绩未达预期，税后净利润同比跌13%至7.39亿元人民币，低于预期的关联方收入及高于预期的营运支出是主要塬因。该行表示，高兴见到颐海进军对企业端及海外市场开始取得成果，去年第叁方收入加速增长至一成以上。公司去年派息率89%基本持平。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.