万洲国际(00288.HK) 公布分拆Smithfield的交易细节，公司料在分拆完成后，其在Smithfield的持股将降至最多80%。麦格理发表研究报告，指在分拆完成后，Smithfield集团会主要在美国及墨西哥营业，而万洲会专注在国内及欧洲，相信今次的Smithfield会有效分别释放美国及墨西哥业务价值，同时加大股东回报，同时亦料万洲会用今次交易所得来扩大现有股东的回报。
以假设分派比率41%估算，该行预测万洲正常收益率介乎5%至6%。该行维持予万洲评级“跑赢大市”，目标价9.2元。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-18 16:25。)
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