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《大行報告》匯豐研究:李嘉誠及李澤鉅增持長實(01113.HK)為股價帶來良好支持 反映估值吸引
阿思達克 03-27 14:11
匯豐研究發表的報告指,李嘉誠及李澤鉅在公布業績後連續四個交易日增持長實集團(01113.HK),認為增持應有助支持股價,並反映其估值吸引,維持對股份「買入」評級,目標價57.6元。

該行指出李氏家族增持股份,涉資6.2億元,持股增加0.45%至34.45%,而每股均價為37.3元。該行認為李氏父子有機會繼續增持,而同時二人僅花4,000萬元增持長和(00001.HK)。該行認為長實現價與資產淨值比較折讓66%,低於2015年重組後的低位,而考慮到其資產組合多元化,應有助應對市場不確定性。

該行指出,長實之前的回購價範圍約在每股45.15至61.85元,現價低於過去數年的回購價,而2016至18年公司回購1.66億股,涉資90億元,2018年9月公司則斥2.31億元回購股份,但留意到自2019年以來公司未有回購。該行指出公司2019財年每股派息按年增長10.5%,是連續三年錄雙位數每股派息增長,而增長速度亦高於同業,長江系五家上市公司中,長實是唯一有每股派息增長的公司,其他每股派息均是零增長或負增長。(el/w) ~

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