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麦格理:维持万洲国际(00288)“跑赢大市”评级 目标价9.2港元

Zhitong Finance ·  Nov 19, 2024 03:28

公司公布分拆Smithfield的交易细节,料在分拆完成后,其在Smithfield的持股将降至最多80%。

智通财经APP获悉,麦格理发布研究报告称,维持万洲国际(00288)“跑赢大市”评级,目标价9.2港元。公司公布分拆Smithfield的交易细节,公司料在分拆完成后,其在Smithfield的持股将降至最多80%。

该行指出,在分拆完成后,Smithfield集团会主要在美国及墨西哥营业,而万洲会专注在国内及欧洲,相信今次的Smithfield会有效分别释放美国及墨西哥业务价值,同时加大股东回报,同时亦料万洲会用今次交易所得来扩大现有股东的回报。以假设分派比率41%估算,该行预测万洲正常收益率5%至6%。

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