异动解读|万洲国际盘中下跌3.1%,多家大行下调目标价叠加子公司盈利指引逊预期

行情直击
Aug 27

8月27日,万洲国际盘中下跌3.1%,报7.815港元,成交额1.17亿港元。公司将于8月28日审议中期业绩,市场情绪偏谨慎。

消息面上,花旗此前将万洲国际目标价由12.3港元大幅下调至10.1港元,并下调2026-2028年盈利预测6%-11%。其附属公司史密斯菲尔德将全年经调整经营溢利指引下调7%,逊于市场预期,主要受美国生猪期货价格下跌趋势影响,行业供应增加叠加通胀削弱需求。此外,富瑞、高盛亦先后下调目标价。生猪行业整体仍处于周期底部,猪价低位运行持续压制板块估值。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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