颐海国际升评级至“买入”,调高目标价至18.7港元

高盛
Mar 06

一、评级与目标价调整高盛发布研报,将颐海国际(01579)的评级由“中性”上调至“买入”,同时将其目标价从15.4港元调高至18.7港元。这一调整基于公司当前具有吸引力的风险回报比以及未来业务增长潜力。二、第三方业务展望高盛预计颐海国际的第三方业务将在2025年下半年见底,并在2026年实现加速增长。这主要得益于公司在2C业务上的加价策略、渠道改革的成功推进,以及2B业务的提升和关联方销售的逐步...

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