智通财经APP获悉，颐海国际(01579)反弹逾3%，截至发稿，涨3.3%，报13.16港元，成交额2889.28万港元。
麦格理发布研究报告称，予颐海国际“跑赢大市”评级，受惠投入成本利好及产品组合改善，抵销售价下滑逆风，预计集团去年下半年毛利率改善20基点至32.6%，目标价则由14.8港元升至16.2港元。
该行表示，由于关连方业务复苏乏力及售价下跌，下调颐海2024至2026年各年纯利预测分别5.7%、6.1%及3.9%。但颐海国际今年受惠海外业务扩张。公司在泰国的制造设施已于2024年完工，但仍在取得出口许可的过程中。因此可能会在今年开始出货。公司正在建立当地的研发团队，将产品口味本地化，并同时瞄准2B和2C业务。
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