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大行評級|美銀:維持萬洲國際目標價6港元 重申“買入”評級
格隆匯 04-23 10:48

美銀證券發表研究報吿預期,萬洲的美國上游業務於今年第二及第三季度將扭虧為盈。至於中國業務則會維持穩定,主要由於創紀錄的肉製品獲利能力、上游虧損收窄,加上寬鬆基數的支撐因素。該行亦指,基於萬州約6%的收益率支持、美國上游業務或出現改善,以及美國業務重組或分拆的長期選擇。該行維持萬洲的目標價為6港元,重申“買入”評級。

該行亦預期,萬洲旗下中國業務於2024財年的盈利表現,將實現單位數增長。至於今年餘下時間,萬洲的豬肉業務基礎將更為寬鬆,包裝肉類的獲利能力將表現強勁。至於萬洲旗下美國業務方面。該行預期美國生豬生產,將於2024財年的第二季及第三季實現盈利,包裝肉類將於價格紀律及多樣化產品供應方面保持彈性。

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