《大行报告》长和(00001.HK)投资评级及目标价(表)
长和(00001.HK)将於本周四(8月1日)公布截至今年6月底止中期业绩,由於集团近年重组基建项目并售予同系长实集团(01113.HK)等,预期长和旗下基建业务及能源业务(油价下滑打击赫斯基表现)EBIT表现有所倒退,但零售及港口业务平稳,兼且3集团业务受惠收购WindTre交易。
本网综合4间券商预测,长和今年上半年纯利料介乎183.72亿至193亿元,较2018年同期180.2亿元,按年增长2.0%至7.1%;中位数为184.14亿元,按年增长2.2%。综合3间券商料长和2019年每股中期息预测介乎0.87元至0.89元,较去年同期0.87元,按年持平至升2.3%。
下表列出12间券商对其评级及目标价:
券商│投资评级│目标价(元)
瑞信│跑赢大市│131元
野村│买入│126元
摩根大通│增持│121.9元
花旗│买入│118元
麦格理│跑赢大市│109.27元
瑞银│买入│107元
摩根士丹利│增持│106元
高盛│买入(确信买入名单)│104元
Jefferies│买入│102元
美银美林│买入│100-96元
汇丰环球研究│买入│95元
里昂│跑赢大市│87元
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