野村:料萬洲(0288.HK)首季營業利潤增長66% 重申買入
野村發表研究報告指,預計萬洲國際(0288.HK)首季業績強勁,營業利潤按年或增長66%至5.66億美元,當中中國業務增長5%,美國業務增長1.56倍。該行重申其“買入”評級,維持目標價11.4港元。
野村指出,集團早前受新冠肺炎影響,令生產和物流中斷,銷量出現小幅下跌,但預計國內包裝肉類業務將受益於去年價格上升20%的影響,在首季度或實現營業利潤增長17%。該行續指,由於供應鏈正常化,銷售呈現出強勁的復甦勢頭,又預計生豬生產業務將錄得小幅正增長。

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