建银国际的研究报告指，万洲(00288.HK) 美国的上游减产符合预期，有关Smithfield的建议分拆更加清晰，目标在未来数年增加每股股息。
该行下调其对公司今明两年的盈利预测分别5%及3%，以反映更弱的人民币和其对内地经营利润率的预测下调。该行将公司目标价由7.5元降至7.2元，维持“跑赢大市”评级。
该行亦将美国第四季的经营利润率预测从7.9%上调至8.1%。另外。中国需求疲软对猪肉市场带来压力。10月至11月的生猪价格较第三季下降7.7%，差过预期，预计到2025年第三季将会下降。生猪价格下跌将侵蚀猪肉部门的经营利润率。该行将2024年第四季内地的猪肉业务经营利润率预测从10.3%下调至9%，以反映价格下跌和人民币走弱的影响。(vc/u)
(港股报价延迟最少十五分钟。沽空资料截至 2024-12-19 16:25。)
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