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《大行報告》瑞信上調萬洲(00288.HK)目標價至8.2元 評級「跑贏大市」
阿思達克 01-20 10:38
瑞信發表報告,相信萬洲國際(00288.HK)美國包裝肉類的單位盈利在去年第四季達到新高水平,主要是因年中成功加價,至於銷量則料因基數高而錄得按年輕微下跌,估計集團去年全年的包裝肉類經營利潤最少可回覆至2019年水平。 中國業務方面,該行料萬洲國際去年第四季包裝肉類單位盈利亦按季溫和增長至新高水平,主要受到投入成本下降所支撐,而銷量則可能按年持平。 瑞信上調萬洲目標價,由7.8元升至8.2元,相當於預測今年市盈率11倍,維持「跑贏大市」評級,但對其去年盈利預測下調10%,以反映去年第四季的潛在訴訟費用。
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