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大和:重申長江基建(1038.HK)買入評級 目標價升至50港元
格隆匯 02-25 12:27

大和發表研究報吿表示,儘管預期疫情仍然為2021年帶來不確定性,但長江基建(1038.HK)業務本質與通脹掛勾,亦受惠於澳元及英鎊轉強,形容長建正存於“最適點”,並預期今年公司的股息收益率為5.8%,形容派息具吸引力,將其目標價由48港元上調至50港元,重申買入評級。

大和表示,經濟復甦、通漲上升風險等因素均利好公司發展,預期公司擁有逾80億的營運現金流,以於2021-22年派發62億至65億港元的股息,料公司的淨負債比率將於2020年底下降至12.2%,或足以支持公司進行併購。

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