《大行報告》里昂上調長和(00001.HK)目標價至74元 評級「買入」
里昂發表研究報告指長和(00001.HK)去年下半年業績較上半年改善,不過在剔除一次性項目後,該行所計算出的經常性盈利為120億元,稍遜於其之前預測。零售業務為亮點,而能源業務表現較差。該行指完成出售鐵塔業務後,集團在電訊業併購和回購股份方面的機會增加。
該行升公司盈利預期1%至2%,以反映其資產淨值38%折讓,計入鐵塔資產交易的完成,目標價由69元升至74元,維持「買入」評級。
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