港股异动|万洲国际跌逾7%大和下调其每股盈利预测降目标价至7港元
格隆汇8月26日丨万洲国际(0288.HK)半日收跌7.32%,报6.08港元,成交额3.69亿港元,最新总市值894.4亿港元。大和研报指,万洲国际上半年内地生猪成本同比增长16%至每公斤14.3元人民币,而今年第二季,美国生猪价格的增速快过美国猪肉价格,导致美国方面的利润减少,预计内地包装肉类价格及成本控制将会抵销部分的成本压力。该行预料,由于生猪供应紧张,中国生猪成本较高的情况将会持续至明年,屠宰量亦会下降。基于中国较低的包装肉类毛利率的预测,以及美国生猪生产的损失,该行将公司2019至2021年的每股盈利预测下调11%至12%,目标价由原来的8.5港元降至7港元,维持“持有”评级。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.