《大行報告》大摩相信萬洲(00288.HK)股價30日內將升 評級「增持」
摩根士丹利發表技術意見報告表示,相信萬洲(00288.HK)股價30日內將上升,料發生機率為70%至80%,予其目標價7.6元,予「增持」評級。
大摩指,萬洲管理層對今年整體業務的前景和美國業務的復甦仍然充滿信心,公司首季包裝肉類的利潤率達到歷史高點,料在原材料成本壓力下,全年的利潤率仍應高於歷史水平。而上游業務第二季和第三季的利潤率亦料會增加,中國業務料保持穩健。該行認為萬洲目前相當預測今年市盈率7倍,料今年盈利增長27%,指其估值具吸引力。
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