美银证券发表研究报告,认为万洲国际(00288.HK) 首季业绩好坏参半,期内净利润按年增长20.9%,经营利润按年增长20.3%,当中美国业务经营利润增幅达75.4%,胜预期,惟中国业务则下跌14%,逊预期。整体而言,万洲首季业绩基本符合该行预期,美国业务的超出预期表现有助抵销中国业务的未达预期。
展望第二季度,美银证券预计万洲的盈利将显著回升,将今明两年收入预测分别下调0.3%及0.4%,并将明年净利润预测下调1.3%,认为今年基本面将持续改善,但主要风险仍在于关税和全球贸易局势不稳。美银证券将万洲的目标价从8.3元降至8.2元,重申“买入”评级。(gc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-30 12:25。)
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