智通财经APP获悉，瑞银发布研报称，以万洲国际(00288)中绩计，估算其次季销售及经营溢利分别同比 升12%及4%，而净利润则跌8%。该行指出，万洲次季经营溢利胜于预期，而净利润则大致符合市场预 期。管理层相信，由于集团扩展渠道和产品组合多样化，内地市场的包装肉类销量将在第三季和第四季 同比持续增长。该行上调万洲国际今明两年的净利润预测2%和3%，将目标价由7.6港元上调至8.5港 元，维持"买入"评级。 该信息由智通财经网提供 ...

瑞银发布研报称，以万洲国际(00288)中绩计，估算其次季销售及经营溢利分别同比升12%及4%，而净 利润则跌8%。该行指出，万洲次季经营溢利胜于预期，而净利润则大致符合市场预期。管理层相信， 由于集团扩展渠道和产品组合多样化，内地市场的包装肉类销量将在第三季和第四季同比持续增长。该 行上调万洲国际今明两年的净利润预测2%和3%，将目标价由7.6港元上调至8.5港元，维持"买入"评 级。 ...

Core Viewpoint - Citi's report indicates that WH Group (00288) experienced a 3% growth in operating profit for Q2, aligning with the bank's expectations and surpassing market forecasts [1] Financial Performance - The company's net profit decreased by 8% due to increased other expenses and last year's one-time deferred tax asset gains [1] - Despite the decline in net profit, the bank anticipates that it will not impact dividend payments [1] Management Guidance - The management has raised the operating profit guidance for the U.S. market by 4% for this year and expressed increased confidence in the growth performance of the Chinese market for the second half of the year [1] Valuation and Ratings - Citi believes that WH Group's valuation remains attractive and has reiterated a "Buy" rating [1] - The bank has raised its operating profit forecast for the group for 2025 to 2027 by 2%, while lowering the net profit forecast by 4% to reflect increased other expenses and effective tax rates [1] - The target price has been adjusted from HKD 8.2 to HKD 8.6 [1]

花旗发布研报称，万洲国际(00288)第二季经营溢利增长3%，符合该行预期，并胜于市场预测。虽然公 司因其他费用增加和去年一次性递延税款资产收益，令净利润下降8%，但该行预计不会影响股息支 付。公司管理层将美国今年的经营溢利指引上调4%，并对下半年中国市场的增长表现更有信心。该行 认为，万洲国际的估值仍具吸引力，重申"买入"评级。另外，该行上调集团2025至2027年的经营溢利预 测2%，但下调净利润预测4%，以反映其他费用和有效所得税率上升，而目标价则由8.2港元调升至8.6 港元。 ...

Group 1 - The core viewpoint of the report is that WH Group (万洲国际) has slightly exceeded expectations in its Q2 performance, with operating profit increasing by 3% year-on-year and adjusted operating profit rising by 19% [1] - The interim dividend has doubled to 20 HK cents, and the company maintains a payout ratio of at least 50% [1] - Bank of America has raised its earnings per share estimates for WH Group by 3% for the next two years and increased the target price by 4% to 8.5 HKD, reaffirming a "Buy" rating, citing a positive outlook for the second half of the year and a high single-digit dividend yield [1] Group 2 - WH Group's market capitalization in Hong Kong is 102.513 billion HKD, ranking first in the food processing industry [2] - Key performance indicators for WH Group compared to the industry average include: - ROE: 15.68% vs. -0.2% (ranked 4th) - Revenue: 259.41 billion HKD vs. 72.32 billion HKD (ranked 3rd) - Net profit margin: 7.14% vs. -10.31% (ranked 9th) - Gross profit margin: 20.05% vs. 31.0% (ranked 32nd) - Debt ratio: 42.74% vs. 58.11% (ranked 24th) [2]

智通财经APP获悉，美银证券发布研报称，万洲国际(00288)次季业绩略胜预期，经营溢利同比增长3%; 经调整经营溢利升19%;中期息倍升至20港仙，集团维持其派息率最少50%的指引。该行将万洲国际今明 两年的每股盈测分别上调3%，升目标价4%至8.5港元，重申"买入"评级，相信公司下半年的前景良好， 估值不高，且预计股息率可达高单位数。 ...

Core Viewpoint - Bank of America Securities reports that WH Group (00288) slightly exceeded expectations in Q2 performance, with operating profit increasing by 3% year-on-year and adjusted operating profit rising by 19% [1] Financial Performance - The interim dividend has doubled to 20 Hong Kong cents, and the group maintains a payout ratio guidance of at least 50% [1] - The earnings per share estimates for WH Group for the next two years have been raised by 3% [1] Target Price and Rating - The target price has been increased by 4% to HKD 8.5, with a reiterated "Buy" rating [1] - The company is expected to have a favorable outlook for the second half of the year, with low valuation and an anticipated high single-digit dividend yield [1]

Core Viewpoint - Wan Cheng International (00288.HK) reported a significant increase in revenue and operating profit for the first half of 2025, primarily driven by growth in its pork business [1] Financial Performance - The company achieved a revenue of $13.387 billion, representing an 8.9% year-on-year increase [1] - Operating profit reached $1.259 billion, marking a 10.4% increase compared to the previous year [1] - Profit attributable to shareholders (before biological fair value adjustments) rose by 4.5% to $725 million [1] Dividend Announcement - The company declared an interim dividend of $0.2 per share [1]

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【8月13日瑞银上调万洲国际目标价及今明两年净利润预测】8月13日，瑞银发布研究报告，基于万洲国 际中绩估算，其二季度销售和经营溢利分别同比升12%和4%，净利润则跌8%。该行称，万洲二季度经 营溢利超预期，净利润基本符合市场预期。 万洲管理层认为，因集团拓展渠道和产品组合多元化，内 地包装肉类销量在三季度和四季度将持续同比增长。瑞银上调万洲国际今明两年净利润预测2%和3%， 目标价由7.6港元调至8.5港元，维持"买入"评级。 ...

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