《大行》高盛上调颐海(01579.HK)目标价至21.5元 上半年业绩胜预期 第三方业务增长稳固

阿斯达克财经
Aug 27

高盛发表报告指,颐海国际(01579.HK) 上半年业绩胜预期,管理层在业绩简报会上分享了令人鼓舞的海外进展、通过直营渠道改革改善2C营运业绩,以及详细的B2B产品/客户拓展策略,支持该行对其长期增长可见性及利润率上行空间的看法。管理层重申对火锅调味料产品/品牌/执行优势的信心,在已具规模的基础上持续获取市场份额,并视B2B为长期复合增长机会。标准化产品面向小B客户代表广阔的长期增长机会,管理层对...

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