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《大行報告》富瑞降萬洲(00288.HK)目標價至6.05元 下調2023至2025年盈測
阿思達克 10-25 09:47
富瑞發表報告,萬洲國際(00288.HK)第三季銷售及營運利潤分別下跌9%及6%。展望第四季,管理層預料內地的包裝肉類利潤率維持不變,而美國則會反彈,但豬肉業務受壓,公司管理層表示,正考慮全部或部分在美國的自養豬隻業務,以提高盈利能力,同時亦正檢視史密斯菲爾德食品(Smithfield)的分拆建議,惟暫未有任何詳情;而該行預料今年派息率達40%。 該行表示,將萬洲今年、明年及2025年的各年純利預測分別下調3.6%、3.5%及3.7%,並將其目標價由6.34元下調至6.05元,維持其評級為「買入」。(ca/w) ~
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