Core Viewpoint - Haitan Flavor Industry (03288) is experiencing a shareholder transfer of stocks from UBS Securities Hong Kong Limited to Citibank, with a transfer value of HKD 284 million, representing 3.03% of the total shares [1] Summary by Categories Shareholder Activity - On November 26, Haitan Flavor Industry's shares were transferred from UBS Securities Hong Kong Limited to Citibank, with a market value of HKD 284 million, accounting for 3.03% of the total shares [1] Analyst Ratings and Projections - CMB International has initiated a "Buy" rating for Haitan Flavor Industry, setting a target price of HKD 39 [1] - The company is expected to achieve approximately 8% compound annual growth in revenue from 2024 to 2027, driven by the recovery in the food service sector, product innovation, and overseas expansion [1] - There is potential for improvement in gross margin and operating profit margin due to declining raw material costs and efficiency enhancements, with net profit projected to maintain a growth rate of around 10% [1] - The forecasted price-to-earnings ratio for Haitan Flavor Industry in 2026 is set at 25 times, based on global industry valuations [1]

交银国际近日首次给予海天味业"买入"评级，对应目标价39港元，在餐饮通路复苏、产品创新、海外拓 展的多重驱动下，2024–2027年营收可望实现约8%的复合增长。同时，在原料成本下行及效率提升的推 动下，毛利率及经营利润率亦有改善空间，预期净利维持约10%增速，参考全球同业估值，该行给予海 天味业2026年预测市盈率25倍。 智通财经APP获悉，香港联交所最新资料显示，11月26日，海天味业(03288)股东将股票由UBS Securities Hong Kong Limited转入花旗银行，转仓市值2.84亿港元，占比3.03%。 ...