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《业绩前瞻》美银美林对长和(00001.HK)上半年业绩预测(表)
阿思达克 07-29 15:20

美银美林发表报告,料长和今年中期核心盈利按年升2%至184亿元,随着收购意大利流动电讯营运商WindTre余下50%权益,料长和盈利增长将加快,不过,该行料其利好作用被外汇变动所抵销(欧元、人民币及英镑贬值6%至9%,影响其60%的EBIT);另油价下滑打击赫斯基表现,以及出售基建投资90%权益予长实集团(01113.HK) 牵头财团带来的收入损失。

该行列出对长和(00001.HK)今年上半年业绩预测:

分项│业绩预测│按年变幅

纯利│183.72亿元│+2%

总体EBIT(税前息前利润)│329.97亿元│-7%

电讯业务EBIT│102.29亿元│+30%

-欧洲电讯业务EBIT│98亿元│+31%

-和电香港EBIT│2.21亿元│-2%

港口业务EBIT│39.6亿元│-3%

零售及其他业务EBIT│60.95亿元│+2%

基建业务EBIT│89.7亿元│-32%

能源业务EBIT│23.47亿元│-15%

金融及投资业务EBIT│13.96亿元│-17%

每股中期盈利│4.76元│+2%

每股中期息│0.88元│+1.1%

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