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《大行》花旗升萬洲國際(00288.HK)目標價至8.6元 次季業績符預期
阿思達克 08-13 10:35
花旗發表研究報告指,萬洲國際(00288.HK)第二季經營溢利增長3%,符合該行預期,並勝於市場預測。雖然公司因其他費用增加和去年一次性遞延稅款資產收益,令淨利潤下降8%,但該行預計不會影響股息支付。公司管理層將美國今年的經營溢利指引上調4%,並對下半年中國市場的增長表現更有信心。 該行認爲,萬洲國際的估值仍具吸引力,重申「買入」評級。另外,該行上調集團2025至2027年的經營溢利預測2%,但下調淨利潤預測4%,以反映其他費用和有效所得稅率上升,而目標價則由8.2元調升至8.6元。
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