《大行報告》中金降萬洲(00288.HK)目標價33%至6.4元 季績符預期
中金髮表報告指,萬洲國際(00288.HK)首三季實現收入200.64億美元,按年增長6.9%;(生物公允價值調整前)核心淨利潤7.85億美元,按年跌11.8%。其中,第三季實現營業收入67.33億美元,按年增長7.1%;核心淨利潤2.46億美元,按年跌27.6%。第三季業績符合預期,美國肉製品每噸溢利較高,中國業務利潤承壓。維持予「跑贏行業」評級,由於估值中樞下移和盈利預測下調,下調目標價33%至6.4港元,相當於2022年預測市盈率7.6倍。
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