【摩根士丹利恢复覆盖万洲评级 增持目标价7.5港元】金十数据2月24日讯，摩根士丹利发表报告指，万洲(00288.HK)在策略上正转向推动各分部业务提高盈利能力，以减轻其主要市场商品周期的波动，改善利润率将是今年的重点。该行恢复覆盖万洲，评级增持，目标价7.5元。报告指，万洲透过精简美国生猪产能，迈向更健康的上游业务，而包装肉的重点将是进一步改善美国业务的定价和成本控制。在通胀下需求受压，但在物流成本控制及较高的平均售价下，包装肉类的盈利能力于去年第四季仍可按年改善。在需求相对稳定的情况下，料公司将继续致力于定价和成本控制，目标是在今年实现该分部业务的稳定增长。
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