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《大行报告》摩通升长实集团(01113.HK)目标价至67元 评级「增持」
阿思达克 05-28 10:23
摩根大通发表报告指,在完全接受长实集团(01113.HK)以每股51元回购3.8亿股的计划下,相信对其股份的最新威胁已消除。

该行表示,股东接受水平显示主要投资者相信长实股价值得多於51元的回购价,相信集团的重启故事仍然完好。而李嘉诚增持9%亦可视为对集团盈利、现金水平及派息投下信心一票。

基於资产净值折让40%,或明年预测市盈率11倍,摩通将长实集团股份目标价由54.9元上调至67元,评级维持「增持」。

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