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《大行報告》長和(00001.HK)投資評級及目標價(表)(更新)
阿思達克 07-31 10:43

長和(00001.HK)將於明天(8月1日)公布截至今年6月底止中期業績,由於集團近年重組基建項目並售予同系長實集團(01113.HK)等,預期長和旗下基建業務及能源業務(油價下滑打擊赫斯基表現)表現有所倒退,但零售及港口業務平穩,兼且3集團業務受惠收購WindTre交易。

本網綜合5間券商預測,長和今年上半年純利料介乎181.1億至193億元,較2018年同期180.2億元,按年增長0.6%至7.1%;中位數為183.81億元,按年增長2%。綜合3間券商料長和2019年每股中期息預測介乎0.87元至0.89元,較去年同期0.87元,按年持平至升2.3%。

下表列出12間券商對其評級及目標價:

券商│投資評級│目標價(元)

瑞信│跑贏大市│131元

野村│買入│126元

摩根大通│增持│121.9元

花旗│買入│118元

麥格理│跑贏大市│109.27元

瑞銀│買入│107元

摩根士丹利│增持│106元

高盛│買入(確信買入名單)│104元

Jefferies│買入│102元

美銀美林│買入│100-96元

匯豐環球研究│買入│95元

里昂│跑贏大市│87元

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