《大行》富瑞升颐海国际(01579.HK)目标价至18.9元 上调2026至2028年盈测

阿斯达克财经
Aug 31

富瑞日前发表研究报告,颐海国际(01579.HK) 今年上半年第三方业务及海外业务表现强劲,管理层维持全年第三方销售增长达双位数的指引,受惠于供应链效率提升及流程优化,毛利率预期维持稳定。公司拟维持高股息政策,短期资本开支需求有限,惟视乎未来自由现金流及潜在海外并购机会。第三方收入于今年上半年按年增长逾46%,富瑞指出,通过推进本地化策略,颐海盈利能力有所改善,海外业务净利润率已达约8%,长远有望...

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