《大行報告》摩通:長實集團(01113.HK)股份回購是對股東的紅利
摩根大通發表報告表示,長實集團(01113.HK)經常爲市場帶來驚喜,在3.8億股的股份回購要約完成後,近日連續三日於市場上回購股份,共涉資1.64億元。該行又指,如果股份回購僅受大股東2%受限制的約束,估計長實最多可以進行78億元的股份回購,而備考淨負債率僅增加200個基點至11.8%。
報告補充,長實股份回購更爲其今年度2.07元的保證每股派息提供潛在上升空間,即使撇除股份回購的因素,該行仍維持長實「增持」評級,目標價爲67元。
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