高盛:重申萬洲(0288.HK)“買入”評級 目標價9.7港元
高盛發表報告指,中國取消對美豬肉關税多方面令萬洲(0288.HK)
受惠,其中料明年出口增長可顯著提升,帶動盈利表現,料每噸豬肉出口盈利可達15,000元人民幣。另外Smithfield出口美國豬肉往中國亦可抵銷豬肉入口價格。另外明年美國豬肉出口前景向好,亦會帶動豬隻及豬肉價格,該行料萬洲明年每頭活豬可產生12美元至13美元盈利,大幅高於今年4美元至5美元之水平。該行重申對萬洲評級“
買入
”,目標價維持9.7港元。
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