花旗发表报告，恢复研究覆盖万洲(00288.HK) ，并给予“买入”评级，同时更新目标价至7.7元。该行指，根据自2024年第三季度以来持续强劲的表现，更新预估。预计公司2024年第四季将实现稳健业绩，其中美国市场的强劲表现将抵消中国市场的疲软。
该行认为，2025年有利因素将持续，包括美国和中国的低成本与效率提升，以及美国养猪业务可能带来更多的盈利增长。此外，基于最近的分拆业务计划，预计万洲将于2月28日宣布的特别股息之外，亦预期常规派息比率将从之前的30至40%提高至50%或以上，反映了公司提升股东回报的能力与意愿。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-27 16:25。)
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