匯豐研究:重申太古(0019.HK)評級“持有” 長和(0001.HK)評級“買入”
太古(00019.HK)早前發盈警指受本港目前局勢影響業務表現,匯豐環球研究發表報告指,於香港大型綜合企業中,長和(00001.HK)於香港業務較少,加上其英國業務面對之監管問題亦明朗化,視為該行板塊首選,評級“買入”,目標價92港元。發盈警之太古評級則為“持有”,目標價自90港元下調至75港元,匯豐指其資產淨值中約55%來自本港業務,相信其估值自目前水平應給予更大折讓。
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