一文综合券商於长实集团(01113.HK)公布业绩後最新观点、评级及目标价
长实集团(01113.HK)今早股价抽上，盘中曾高见50.05元一度升6.4%，最新报49.65元升5.5%，瑞银指长实集团公布包括英国等基础设施资产收购和股票回购计划，可能会在短期内刺激股价气氛。
公司昨(18日)收市後公布去年业绩，营业额598.25亿元按年跌27.4%。纯利163.32亿元，按年跌43.9%，稍低於本网综合4间券商预期。每股盈利为4.42元。派每股末期息1.46元，上年同期派1.58元。计及中期息0.34元，全年派息1.8元，按年跌0.3元或14.3%。
长实集团去年撇除公平值变化等的基础溢利为193.39亿元，按年下跌32.5%，符合本网综合5间券商预期。每股基础溢利为5.24元。集团同时公布，以170亿元向李嘉诚基金会购入一系列公用事业资产，公司将以每股51元，较昨收市价47.05元，溢价8.4%，向李嘉诚基金会发行3.33亿股代价股支付。公司并建议回购最多为股份数目上限的股份以供注销，该数目与公司就建议收购将予发行的代价股份数目相同。
【绩後股价上扬 进行股票回购】
大和发表报告表示，长实集团斥170亿元向李嘉诚基金会购入一系列公用事业资产，并宣布将回购相同数量的股票，重申其长实集团「买入」评级及目标价68.3元。
瑞银表示，长实集团去年基础溢利按年下跌33%，高於该行预期11%，全年计派息亦高於该行预期，并认为拟议中包括英国等基础设施资产收购和股票回购计划，可能会在短期内刺激股价气氛。惟该行维持其「沽售」评级及目标价35.1元。
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本网最新综合5间券商其投资评级及目标价：
券商│投资评级│目标价(港元)
大和│买入│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│与大市同步│46元
瑞银│沽售│35.1元
观点│
大和│核心物业销售业务受疫情影响不大，持续股份回购成为动力
瑞信│派息有惊喜，收购公用事业公司股份潜在投资回报
摩根大通│持续股份回购料可为股价提供有力支撑
摩根士丹利│营运及派息符预期，向李嘉诚基金会收购资产及回购惹憧憬
瑞银│看好收购英国基础设施资产及股份回购计划
(ta/w)
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