《大行报告》长和(00001.HK)投资评级及目标价(表)(更新)
长和(00001.HK)将於本周四(8月6日)公布截至6月底止中期业绩,市场料新冠疫情在全球蔓延,拖累集团旗下零售、港口、能源业务,虽然旗下电讯及基建业务仍然稳固,本网综合3间券商预测,按IFRS 16前(新国际会计准则─第16号租赁准则之前)基准,估计长和今年上半年普通股股东应占溢利(经调整纯利)介乎132.26亿至134.61亿元,较2019年同期182亿元,按年下滑26%至28.6%,中位数131.63亿元,按年跌27.7%。
市场亦关注长和最新营运指引、未来会否出售旗下铁塔资产及保持派息等,综合4间券商预测,长和每股中期息料介乎0.74至0.87元,较去年同期按年跌15%至持平,中位数为0.79元,按年下滑9.2%。
本网现列出9间券商对长和的投资评级及目标价:
券商│投资评级│目标价(港元)
瑞信│跑赢大市│90元
摩根大通│增持│87->83元
高盛│买入(确信买入名单)│75元
星展唯高达│买入│75元
汇丰环球研究│买入│71元
野村│买入│68.6元
摩根士丹利│增持│68元
美银│买入│67元
瑞银│买入│62->61元
(fc/w)
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