一文綜合券商於長實集團(01113.HK)公布業績後最新觀點、評級及目標價
長實集團(01113.HK)今早股價抽上，盤中曾高見50.05元一度升6.4%，最新報49.65元升5.5%，瑞銀指長實集團公布包括英國等基礎設施資產收購和股票回購計劃，可能會在短期內刺激股價氣氛。
公司昨(18日)收市後公布去年業績，營業額598.25億元按年跌27.4%。純利163.32億元，按年跌43.9%，稍低於本網綜合4間券商預期。每股盈利為4.42元。派每股末期息1.46元，上年同期派1.58元。計及中期息0.34元，全年派息1.8元，按年跌0.3元或14.3%。
長實集團去年撇除公平值變化等的基礎溢利為193.39億元，按年下跌32.5%，符合本網綜合5間券商預期。每股基礎溢利為5.24元。集團同時公布，以170億元向李嘉誠基金會購入一系列公用事業資產，公司將以每股51元，較昨收市價47.05元，溢價8.4%，向李嘉誠基金會發行3.33億股代價股支付。公司並建議回購最多為股份數目上限的股份以供註銷，該數目與公司就建議收購將予發行的代價股份數目相同。
【績後股價上揚 進行股票回購】
大和發表報告表示，長實集團斥170億元向李嘉誠基金會購入一系列公用事業資產，並宣布將回購相同數量的股票，重申其長實集團「買入」評級及目標價68.3元。
瑞銀表示，長實集團去年基礎溢利按年下跌33%，高於該行預期11%，全年計派息亦高於該行預期，並認為擬議中包括英國等基礎設施資產收購和股票回購計劃，可能會在短期內刺激股價氣氛。惟該行維持其「沽售」評級及目標價35.1元。
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本網最新綜合5間券商其投資評級及目標價：
券商│投資評級│目標價(港元)
大和│買入│68.3元
瑞信│跑嬴大市│51.9->61.6元
摩根大通│增持│54.9元
摩根士丹利│與大市同步│46元
瑞銀│沽售│35.1元
觀點│
大和│核心物業銷售業務受疫情影響不大，持續股份回購成為動力
瑞信│派息有驚喜，收購公用事業公司股份潛在投資回報
摩根大通│持續股份回購料可為股價提供有力支撐
摩根士丹利│營運及派息符預期，向李嘉誠基金會收購資產及回購惹憧憬
瑞銀│看好收購英國基礎設施資產及股份回購計劃
(ta/w)
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