《大行报告》长和(00001.HK)投资评级及目标价(表)(更新)
长和(00001.HK)将於明天(18日)公布去年度业绩,由於新冠疫情在全球大流行,影响遍及大部分行业,旗下零售及港口业务受冲击,旗下能源业务亦受油价大幅波动影响,本网综合4间券商预测,按IFRS(际财务报告准则)16(「租赁」)前基准,料长和去年纯利料介乎261.05亿至381.99亿元,较2019年IFRS 16前基准纯利398.88亿元,按年减少4.2%至34.5%,中位数293.3亿元,按年下跌26.5%。
摩根大通及美银证券料长和2020年IFRS 16後基准纯利288.02亿元及294.91亿元,较2019年同期398.3亿元按年跌26%至27.7%。
每综合5间券商预测,料长和2020年每股全年派息介乎2.1至3.17元,较2019年3.17元,按年跌4.1%至持平,中位数为2.39元,按年跌24.6%。
本网综合6间券商对其评级与目标价:
券商│投资评级│目标价
摩根大通│增持│82.5元
高盛│买入(确信买入名单)│82元
野村│买入│74.5元
美银证券│买入│69元
里昂│买入│69元
瑞银│买入│67元
(fc/w)
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