受惠於疫苗概念及豬價回落 萬洲國際股價有望提升【專家選股20201119】
Author: uSMART Securities
近期市場的行情都偏向疫苗概念復甦股及一些估值低殘的價值型股份。Jason今次推介的消費股 萬洲國際(00288.HK) 正正屬於這兩個類別。萬洲國際的公司業務以生產豬肉為主,提供由上游到下游的一體化服務,在美國和中國都有業務。近期內地生豬及豬肉價格今年都開始回落,其下游業務相信會因應原材料價格下跌而有所受惠,估值吸引?目標價幾多?聽下Jason點講啦!
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