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里昂降太古(0019.HK)目标价至100港元评级“买入”
格隆汇 08-09 11:05
里昂报告指出,太古(0019.HK) 上半年经常性溢利升40%至42亿元,主要受到国泰(0293.HK) 及太古地产(1972.HK) 支持。公司仍然看淡前景,因料中美贸易摩擦及香港示威活动持续。该行因此下调集团2019及20年盈测10%及9%,目标价由112港元降至100港元。
该行续称,虽然不利因素增加,但预期未来3年,集团每年盈利有望录得双位数增长,估值变得吸引,资产负债表仍然强劲,股息维持可观,维持其评级“ 买入 ”。
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