麦格理发表研报指，预计由于美国上游业务强劲反弹，万洲国际(00288.HK) 营运利润将按年增长16%。若以全年来看，该行下调了盈利预测，以反映关税对于美国对华出口业务的影响。
该行提及，由于业务重组导致渠道库存去化及需求疲弱，预计包装肉类销量将下降。同时，公司增加员工数量以改善渠道服务，加上销量下降导致的营运杠杆效应减弱，故预计包装肉类将成为2025财年第一季主要拖累因素。
麦格理将万洲国际盈利预测下调4.5%，同时将目标价下调逾4%至7.3元，给予“跑赢大市”评级。(js/w)
(港股报价延迟最少十五分钟。沽空资料截至 2025-04-15 16:25。)
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.