《大行報告》摩通升長實集團(01113.HK)目標價至67元 評級「增持」
摩根大通發表報告指,在完全接受長實集團(01113.HK)以每股51元回購3.8億股的計劃下,相信對其股份的最新威脅已消除。
該行表示,股東接受水平顯示主要投資者相信長實股價值得多於51元的回購價,相信集團的重啟故事仍然完好。而李嘉誠增持9%亦可視為對集團盈利、現金水平及派息投下信心一票。
基於資產淨值折讓40%,或明年預測市盈率11倍,摩通將長實集團股份目標價由54.9元上調至67元,評級維持「增持」。
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