智通财经APP获悉，麦格理发布研究报告称，维持万洲国际(00288)“跑赢大市”评级，目标价上调4.5%至9.2港元。该行预测万洲国际第三季业绩强劲，季度经营溢利料同比升44%，受惠美国业务持续复苏及内地业务改善。
该行指出，公司在美国的包装内类业务仍为亮点，预期季度利润同比升30%，受惠有利的成本及效益改善。喂饲成本下降及坚韧的肉价应有助美国上游业务扭转，对比去年同季的5,600万美元亏损。该行预测公司第三季美国业务经营溢利同比升1.97倍，为业绩主要推动力。
报告中称，万洲第二季内地业务营运存挑战，包装肉类销量跌14.8%。纵使内地消费需求仍然疲弱，但料第三季跌幅收窄，第四季会在低基数下增长转正。每吨利润也会维持坚韧，受惠低喂饲成本。该行料公司季度内地经营溢利同比持平，意味相关业务见底。
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