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《大行報告》麥格理下調萬洲(00288.HK)目標價至7.8元 評級「跑贏大市」
阿思達克 01-21 09:34
麥格理發表報告指,萬洲國際(00288.HK)旗下美國業務史密斯菲爾德及中國業務雙匯,在去年第四季的經營情況都較該行早前預期差,特別是美國的營運。該行因此下調萬洲國際團去年及今年的經營盈利預測分別12%及10%,以反映美國封城及生豬價格疲弱的影響。

該行下調萬洲股份目標價,由8.8元降至7.8元,此相當預測今年市盈率12倍,維持「跑贏大市」評級。

由於生豬價格走低,麥格理相信美國生豬生產是集團面對的最大挑戰,其次為對沖損失及飼料成本。另外,因低成本庫存耗盡,中國新鮮豬肉業務亦料會拖累萬洲的盈利能力。

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