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《大行報告》摩通微降長和(00001.HK)目標價至82.5元 評級「增持」
阿思達克 03-11 10:16
摩根大通發表報告表示,長和(00001.HK)將於下周公布全年業績,預計其整體盈利將被赫斯基能源的減值和鐵塔資產出售帶來的特殊收益所影響,料盈利按年下跌29%至284億元,撇除上述一次性因素外,料其基本盈利按年跌9%至364億元。

報告又指,相對於長和的經營業績,市場更為關注其股份回購計劃的規模,預期將於業績期後開始,考慮到長和將獲得81億歐元(約750億港元)的銷售收益,或帶動其淨資本負債率至16%,因此資產負債比率每增加1個百分點,即是集團有為82.4億元資金可用於回購股份,該行形容其有充裕銀彈進行回購。該行將其目標價由83元輕微下調至82.5元,維持「增持」評級。

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