《大行報告》高盛上調萬洲(00288.HK)目標價至7.7元 評級「買入」
高盛發表評級報告,預料萬洲(00288.HK)次季息稅前利潤(EBIT)按年增35%。受惠於包裝肉類單位利潤按年上升不少;對比去年同期錄得虧損,新鮮豬肉恢復經營利潤,該行料內地業務經營利潤按年升20%。美國及國際業務經營利潤則按年升49%,同樣曷受惠於去年的低基數。
該行表示,整體而言,由於內地防疫限制,以致新產品推出時間延遲,令該行認為內地復甦步伐稍微落後於早前預測的速度,同時美國業務發展正進入軌道。該行將萬洲在2022至24年的每股盈餘稍微下調,並輕微上調其目標價至7.7元,維持其「買入」評級。(ca/u)
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