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《大行報告》裏昂下調太古(00019.HK)目標價至72元 評級「買入」
裏昂發表研究報告,指受非上市業務帶動,太古(00019.HK)上半年業績良好,錄經常性盈利7.86億元,扭轉去年同期錄經常性虧損,勝該行預期;中期派息按年增43%,高於預期,主因飲品業務強勢,而海洋業務虧損亦見收窄。 該行升太古今年經常性盈利預期,由1.02億元上調至17億元,以反映飲品業務利潤預測上調,惟降明年預測13%,以反映對旗下國泰航空(00293.HK)最新預期,目標價由73元略降至72元,重申「買入」評級。
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