高盛:下調長建(1038.HK)目標價至59港元 評級“中性”
高盛發表報告稱,長江基建集團(1038.HK)去年核心盈利同比倒退4%,符合該行預期,跌幅較上半年的8%收窄,顯示去年下半年業務較上半年穩定。
因應外匯因素及該行對環球經濟前景的預測,該行下調長建今明兩年每股盈利預測8%至9%,目標價相應自61.3港元下調至59港元,過去經驗顯示,在市場波動下,長建表現跑贏其他公用股,故維持其“中性”評級。該行預計,如果英鎊/澳元兑港元匯率每跌10%,將分別拖累集團盈利5%及2%。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.