《大行报告》美银证券上调长实集团(01113.HK)目标价至52元 评级「中性」
美银证券发表研究报告指长实集团(01113.HK)即将收购的多项基建项目,收购价很可能相当於去年EBIDA的8.3倍,及市帐率1.07倍,按备考估算项目使去年盈利提升7%,当中包括股份回购的作用,而据公司财务顾问指公司重估净资产值(RNAV)为每股130元。该行维持长实集团「中性」评级,认为在经济展望依然不明朗下,估值已属合理,目标价由51元升至52元,以反映较高资产净值估算。
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