杰富瑞发表报告指,考量万洲国际第二季业绩预期后,将2026至28年各年净利预测分别下调10%、6%及7%,主要反映每吨包装肉品利润下滑,原因包括产品组合转变及中国猪肉/生猪价差收窄;美国需求疲弱,导致包装肉品吨利略有下降。该行料万洲次季经营溢利同比跌11.2%至5.88亿美元,经营溢利率料8.7%,销售料降0.7%至68亿美元。该行将万洲目标价由12.4港元下调至11.66港元,相当于预测今明两年预测市盈率分别12倍及11倍,维持“买入”评级。
杰富瑞发表报告指,考量万洲国际第二季业绩预期后,将2026至28年各年净利预测分别下调10%、6%及7%,主要反映每吨包装肉品利润下滑,原因包括产品组合转变及中国猪肉/生猪价差收窄;美国需求疲弱,导致包装肉品吨利略有下降。该行料万洲次季经营溢利同比跌11.2%至5.88亿美元,经营溢利率料8.7%,销售料降0.7%至68亿美元。该行将万洲目标价由12.4港元下调至11.66港元,相当于预测今明两年预测市盈率分别12倍及11倍,维持“买入”评级。
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