《大行報告》長和(00001.HK)投資評級及目標價(表)(更新)
長和(00001.HK)將於明天(18日)公布去年度業績,由於新冠疫情在全球大流行,影響遍及大部分行業,旗下零售及港口業務受衝擊,旗下能源業務亦受油價大幅波動影響,本網綜合4間券商預測,按IFRS(際財務報告準則)16(「租賃」)前基準,料長和去年純利料介乎261.05億至381.99億元,較2019年IFRS 16前基準純利398.88億元,按年減少4.2%至34.5%,中位數293.3億元,按年下跌26.5%。
摩根大通及美銀證券料長和2020年IFRS 16後基準純利288.02億元及294.91億元,較2019年同期398.3億元按年跌26%至27.7%。
每綜合5間券商預測,料長和2020年每股全年派息介乎2.1至3.17元,較2019年3.17元,按年跌4.1%至持平,中位數為2.39元,按年跌24.6%。
本網綜合6間券商對其評級與目標價:
券商│投資評級│目標價
摩根大通│增持│82.5元
高盛│買入(確信買入名單)│82元
野村│買入│74.5元
美銀證券│買入│69元
里昂│買入│69元
瑞銀│買入│67元
(fc/w)
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