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美银美林降长建(1038.HK)目标价至72.5港元评级“买入”
格隆汇 08-02 11:24

美银美林发表报告指,长江基建(01038.HK)今年上半年的每股经常性盈利按年下跌7.2%,低於该行预期全年增长12%,及市场预测全年增长6.5%。相信主要由于英镑兑港元按年贬值6%、英国及欧洲市场以英镑及欧元计的盈利分别下跌9%和7%,及中国市场因收费公路流量下降,使盈利下跌13%等原因所致。预期集团今年下半年的每股盈利将按年持平。

该行下调对长建今年至2021年的每股盈利预测分别10.2%、10%及12.2%,股份目标价亦由76港元降至72.5港元。不过,由于潜在收购及今年股息收益率料可达4.6%,美银美林维持对集团的“买入”评级。

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