《大行報告》摩通上調萬洲(00288.HK)目標價至11.2元 評級「增持」
摩通發表研究報告指,萬洲(00288.HK)上半年銷售和盈利分別增12.2%及18.8%,稍高於市場預期,反映第二季銷售及盈利增6.1%及跌26.9%,較首季增18.9%/80.1%放緩。
該行指,中國正快速從疫情中復甦,同時受惠豬價售價提升,而生豬價下跌。但美國方面正受疫情影響。中美兩地豬價差價5-7倍,有利公司從中套戥獲利。
該行又預期,下半年中國仍可維持高利潤,整體銷售及利潤分別升10%及跌3%,目標價由10.7元升至11.2元,維持「增持」評級。
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