大行評級|建銀國際:上調萬洲國際目標價至7.4港元 子公司美國IPO正在按計劃推進
建銀國際發表研報指,預計萬洲國際旗下美國及墨西哥肉製品公司Smithfield Foods,在美國IPO上市的每股初始發行價將介乎23美元至27美元。該行預計,在IPO上市完成後,Smithfield Foods的市值將達到約91億至107億美元,預計萬洲國際在IPO後將獲得一次性現金收益。若以萬洲整體計算,建銀國際預計集團的經營利潤率將擴大至9.3%,維持盈利預測不變,同時將其目標價由7.2港元上調至7.4港元,維持“跑贏大市”評級。另外,該行預計在收入複合年均增長率持平的情況下,萬洲2024至2026財年核心盈利複合年均增長率將達21%,屬該行在消費領域最看好的股票之一。
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