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《大行報告》瑞銀下調萬洲(00288.HK)目標價至10元 評級「買入」
阿思達克 08-02 10:56
瑞銀髮表報告指,將對萬洲(00288.HK)2021年至2023年的盈利預測下調4%至19%,以反映2021年中國包裝肉類和生產部門的低利潤率表現,但仍看好其長期增長,維持「買入」,目標價由11元下調至10元。

瑞銀指,由於中國豬肉價格下跌,料萬洲第二季的銷售額將下降5%至59億美元,但受惠於美國包裝肉的利潤率上升,期內息稅前利潤預期按年增長14%至4.25億美元,當中未計入旗下公司就美國反壟斷訴訟進行和解支付8,300萬美元。該行預料萬洲第三季會恢復更多增長,而最近的股票回購計劃應可帶來每股盈利約10%上升空間。

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