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港股异动 | 万洲国际(00288)现涨超4% 业绩大跌但派息同比持平 大行称业务复苏势头良好

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万洲国际(00288)现涨超4%,截至发稿,涨4.26%,报5.38港元,成交额1.84亿港元。

消息面上,万洲国际去年度核心税后净利按年下跌57%,第四季度更跌93%。美银指,虽然公司期内盈利大幅下降,但派息仍维持为每股30港仙,令人感到惊喜。展望未来,预期中国市场表现可能保持平稳;美国生猪生产将在今年年中至下半年恢复盈利。美银认为,美国业务重组将是今年投资者关注重点,但目前公司尚未能确认具体时间表。

麦格理则表示,万洲业务复苏势头良好,美国上游业务正在改善;去年末季生猪产品业务仍产生1.2亿美元亏损,但仍好过该行预期。长远而言管理层计划将美国生猪量降至1000万头,有助减少美国业务波动性。且其去年每股分派30港仙,同比持平,意味派息比率78%及股息率达5.8%。

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