《大行報告》長和(00001.HK)投資評級及目標價(表)(更新)
長和(00001.HK)將於本周四(19日)公布截至去年業績,市場料公司旗下歐洲電訊業務貢獻提高,但來自赫斯基能源、基建及零售業務存在挑戰,綜合10間券商預測,長和2019年純利料介乎380億至414.91億元,較2018年同期390億元,按年減少2.6%至增加6.4%,中位數為395億元,按年增加1.3%。
綜合5間券商預測,長和2019年EBITDA總額料介乎1,099.04億至1,304.09億元,較2018年同期1,135.8億元,按年減少3.2%至增加14.8%,中位數為1,120.73億元,按年1.3%。此外,綜合8間券商預測,長和2019年每股全年派息料介乎3.04至3.36元﹐較2018年每股派息3.17元,按年跌4.1%至升6%,中位數為3.225元,按年升1.7%。投資者將關注疫情及油價波動對長和全球各業務不同的影響、管理層對前景看法等。
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)
野村│買入│126元
花旗│買入│108元
Jeffreies│買入│102元
瑞銀│買入│98元
匯豐環球研究│買入│96元
美銀證券│買入│95元
高盛│買入(「確信買入」名單)│94元
麥格理│跑贏大市│91.48元
瑞信│跑贏大市│131->90元
摩根大通│增持│87元
摩根士丹利│增持│85元
里昂│買入│82元
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