智通财经APP获悉，小摩发布研报称，万洲国际(00288)2025年上半年销售额/生物公允价值调整前盈利同比增长8.9%/4.5%，基本符合市场预期。这意味着2025年第二季销售额/营运利润同比增长12%/3%。业绩惊喜主要来自对中国市场下半年的乐观展望以及中期股息上调。将目标价从8.8港元上调至9.6港元，评级增持。
该行估计集团2025年全年销售额/盈利同比分别增长3%/4%，意味着下半年分别下跌2%/增长3%。2025年至今，万洲股价上涨42%，相较恒生指数上涨27%，得益于业务复苏和股息支付增加带来的27%估值重估。该行预测万洲全年每股股息为60港仙，股息率为7.2%。
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