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大行評級|花旗:恢復覆蓋萬洲國際並予“買入”評級 預計第四季將實現穩健業績
格隆匯 02-28 10:21

花旗發表報吿,恢復研究覆蓋萬洲國際,並給予“買入”評級,同時更新目標價至7.7港元。該行指,根據自2024年第三季度以來持續強勁的表現,更新預估。該行預計公司2024年第四季將實現穩健業績,其中美國市場的強勁表現將抵消中國市場的疲軟。

該行認為,2025年有利因素將持續,包括美國和中國的低成本與效率提升,以及美國養豬業務可能帶來更多的盈利增長。此外,基於最近的分拆業務計劃,預計萬洲將於2月28日宣佈的特別股息之外,亦預期常規派息比率將從之前的30至40%提高至50%或以上,反映了公司提升股東回報的能力與意願。

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