《大行報告》里昂下調長和(00001.HK)目標價至67元 重申「買入」評級
里昂發表報告指,長和(00001.HK)上半年業績遜預期,經調整經常性純利按年增長60%,但僅佔該行今年全年預測的39%。雖然集團的港口及零售業務有所復甦,但零售及電訊業務仍遜預期,主要由於折舊及攤銷成本較預期為高。
該行下調長和今明兩年經常性純利預測分別15%及11%,以反映對「3歐洲」毛利率及零售業務店舖增長假設下降。里昂又下調長和股份目標價,由74元降至67元,重申「買入」評級。
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