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《大行報告》摩通下調萬洲(00288.HK)目標價至9.2元 評級「增持」
阿思達克 08-13 10:24
摩根大通發表研究報告,指萬洲國際(00288.HK)第二季銷售和經營溢利分別按年增8.4%及11.7%,遜市場預期約10%,其中美國業務次季銷售和經營溢利分別增16%及172%,較首季有所改善;中國業務次季銷售和經營溢利分別跌3%及17%。管理層降今年中國包裝肉銷售目標,由5%降至低單位數。 該行降萬洲盈利預測介乎6%至9%,目標價由9.5元降至9.2元,維持「增持」評級,並指萬洲現估值相當於預測市盈率8.7倍,料絕大部分負面因素及不確定性已被反映。
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