《業績前瞻》美銀美林對長和(00001.HK)上半年業績預測(表)
美銀美林發表報告,料長和今年中期核心盈利按年升2%至184億元,隨著收購意大利流動電訊營運商WindTre餘下50%權益,料長和盈利增長將加快,不過,該行料其利好作用被外匯變動所抵銷(歐元、人民幣及英鎊貶值6%至9%,影響其60%的EBIT);另油價下滑打擊赫斯基表現,以及出售基建投資90%權益予長實集團(01113.HK) 牽頭財團帶來的收入損失。
該行列出對長和(00001.HK)今年上半年業績預測:
分項│業績預測│按年變幅
純利│183.72億元│+2%
總體EBIT(稅前息前利潤)│329.97億元│-7%
電訊業務EBIT│102.29億元│+30%
-歐洲電訊業務EBIT│98億元│+31%
-和電香港EBIT│2.21億元│-2%
港口業務EBIT│39.6億元│-3%
零售及其他業務EBIT│60.95億元│+2%
基建業務EBIT│89.7億元│-32%
能源業務EBIT│23.47億元│-15%
金融及投資業務EBIT│13.96億元│-17%
每股中期盈利│4.76元│+2%
每股中期息│0.88元│+1.1%
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.