《大行報告》花旗上調太古(00019.HK)目標價至75元 評級「買入」
花旗發表研究報告指,太古(00019.HK)不同業務於今年餘下時間仍面臨一定挑戰,但考慮到現價水平對每股資產淨值折讓達到57%,加上預期大部分負面因素已反映在股價之上,因此維持「買入」評級。
報告指出,太古旗下飲品業務上半年基本利潤按年增長55%,主要來自中國及美國市場銷量強勁反彈,在產品組合調整下EBITDA利潤率改善至12%,相信增長可部分抵銷原料成本及經營開支的上升。
至於太古地產(01972.HK)方面,該行預期上海前灘太古里等發展中項目將為集團未來增長帶來支持動力。
花旗將太古的每股資產淨值預測由112.81元提升至115.5元,目標價由73元調升至75元,維持對應每股資產淨值折讓35%不變。
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.