You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨華泰證券:牧原股份Q1盈利超預期,維持“買入”評級
格隆匯 04-10 14:38
華泰證券研報指出,牧原股份(002714.SZ)預計Q1實現歸母淨利潤43~48億元,同比扭虧、環比-42%~-35%,略超預期(在3月25日發佈的Q1前瞻報告中預期牧原Q1盈利約36~41億元)。Q1盈利超預期或主要來自成本下降+出欄增量雙雙超預期,Q1公司生豬出欄同比+42%、估算完全成本降至12.9 元/公斤左右,肥豬頭均盈利約210元。公司高度重視股東回報,2024年股息率約3.66%。公司目標2025年出欄商品豬7200~7800萬頭(同比+10%~19%)、仔豬800~1200萬頭(同比+41%~112%),預計公司養殖成本有望持續改善。維持“買入”評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account