花旗:升万洲国际(00288)目标价至10.9港元 今年展望良好且股息收益率高

智通财经
Mar 27

智通财经APP获悉,花旗发布研报称,万洲国际(00288)去年第四季经营利润同比增长13%,高于该行预期,纯利增长9%亦胜预期,主要受惠于美国猪肉业务因大宗商品价格利好及营运效率提升。管理层目标透过进一步提升效率,在潜在成本上升下维持2026年美国生猪养殖业务盈利能力。该行大致维持盈利预测,但将目标价由9.5港元上调至10.9港元,基于分类加总估值法,控股公司折让由30%降至20%,以反映股东回报改善,维持“买入”评级。

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