Tiger Brokers

花旗：降万洲国际(00288.HK)目标价至9.9港元 次季业绩疲弱符预期

智通财经
Aug 31
【花旗：降万洲国际(00288.HK)目标价至9.9港元 次季业绩疲弱符预期】智通财经APP获悉，花旗发布研报称，万洲国际(00288.HK)今年第二季经营溢利同比下跌11%，符合该行预期，各市场表现疲弱，管理层早前已下调美国2026年经营溢利指引，同时对中国业务目标维持信心，预期下半年包装肉销量及每吨经营溢利复苏将优于第二季度。花旗指，万洲国际旗下双汇发展(000895.SZ)因猪价下行，冻肉及原材料库存短期增加，未有如过往般派发中期股息，然而万洲国际作为控股公司，维持中期股息与去年同期持平，管理层亦重申派息比率不低于50%，以及维持稳定高派息的意愿未变。花旗将万洲2026至2028年盈利预测下调2%，目标价由10.1港元下调至9.9港元，维持“买入”评级。

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