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《大行報告》建銀國際上調萬洲(00288.HK)目標價至4.8元 美國上遊業務改革成關注點
阿思達克 10-27 10:53
建銀國際發表報告指,萬洲(00288.HK)第三季生物公允值調整前盈利按年跌14%至1.86億美元。該行將萬洲2023和2024財年盈利預測分別下調24%及4%,以反映美國業務在第二季經營壓力較預期高。目標價則由4.7元上調至4.8元,維持「跑嬴大市」評級。 該行預計,萬洲第四財季美國業務盈利能力將繼續改善,另集團可能會考慮分拆Smithfield,並於2024財年在美國上市,改善公司的盈利能見度,相信美國上遊業務改革將成爲市場關注點。
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