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《大行报告》摩通微降长和(00001.HK)目标价至82.5元 评级「增持」
阿思达克 03-11 10:16
摩根大通发表报告表示,长和(00001.HK)将於下周公布全年业绩,预计其整体盈利将被赫斯基能源的减值和铁塔资产出售带来的特殊收益所影响,料盈利按年下跌29%至284亿元,撇除上述一次性因素外,料其基本盈利按年跌9%至364亿元。

报告又指,相对於长和的经营业绩,市场更为关注其股份回购计划的规模,预期将於业绩期後开始,考虑到长和将获得81亿欧元(约750亿港元)的销售收益,或带动其净资本负债率至16%,因此资产负债比率每增加1个百分点,即是集团有为82.4亿元资金可用於回购股份,该行形容其有充裕银弹进行回购。该行将其目标价由83元轻微下调至82.5元,维持「增持」评级。

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