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《大行報告》法巴下調萬洲(00288.HK)合理值至7.8元 評級「買入」
阿思達克 04-03 15:11
法巴發表研究報告指,萬洲(00288.HK)去年收入略低於預期,但淨利潤及經營利潤大致符合預期。管理層指,通脹壓力可能會在今年持續對利潤率構成壓力,該行下調集團美國上游業務的經營利潤率預測,預計通脹壓力會影響生豬生產利潤率,目標價由8.1元下調至7.8元。 該行認為集團股價被低估,但市場或憂慮集團短期利潤率持續受壓。該行料集團今年肉製品銷量穩定,經營利潤率保持在10%以上。
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