中金发表报告,预期万洲(00288.HK) 去年盈利显著改善至约13.5亿美元。公司已宣布有关分拆史密斯菲尔德食品(Smithfield Foods)(SFD.US)独立上市,相信可进一步提高估值。
该行对万洲去年盈利预测不变,预期今年美国肉类产品业务的每吨利润将进一步改善,主要受惠于产品组合优化及提高成本效率。该行将万洲今年核心净利润预测上调3%至近14.7亿美元,料2026年为15.7亿美元。对其目标价上调10%至7.8元,维持“跑赢行业”评级。(jl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-22 16:25。) (美股为即时串流报价; OTC市场股票除外,资料延迟最少15分钟。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.