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《大行報告》美銀證券下調萬洲(00288.HK)目標價至5.6元 第三季業績遜
阿思達克 10-26 11:48
美銀證券發表報告指,萬洲國際(00288.HK)今年第三季經營利潤增長10%,遜於預期的增長15%至20%;純利則下跌11%,亦較預期的溫和下跌為差。表現遜預期主要由於通脹及宏觀疲弱,導致豬肉及生豬價差收窄,令美國新鮮豬肉業務虧損較預期大。 該行下調集團今明兩年每股盈利預測分別10%及9%,股份目標價由6.2元降至5.6元,評級維持「買入」。展望未來,美銀預期集團最大盈利貢獻的包裝肉業務,在成本上升下,未來兩至三季或面臨高基數和盈利能力正常化問題,而上游生豬業務則仍要面對能見度問題。
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