大摩:维持太古(0019.HK)“增持”评级 目标价78港元
摩根士丹利发表研究报告指出,太古股份(0019.HK)物业以外业务(航空及船务)料可于2020年见底,而饮品业务将保持韧性,虽然年初至今,其股价已跑赢大市,但现价便宜,维持“增持”评级,目标价为78港元,即较资产净值折让35%。
大摩报告预测,国泰今年亏损120亿港元,但2020-23年显见复苏路径,估计明年扭亏为盈,2022年及2023年分别可录得盈利34亿及72亿港元。
大摩又预测,太古股份2023年前每股派息可增至3.2港元,即股息率达5%。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.