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《大行報告》大摩升長實集團(01113.HK)評級至「增持」 料明年股息達4.9釐
阿思達克 11-23 14:25
大摩發表研究報告,預期長實集團(01113.HK)經常性盈利貢獻會由2015年的35%,增至2023年的65%,主因酒吧、酒店、飛機租賃業務自今年下半年開始復甦,其保證派息亦會在今年增加15%,經常性業務已經完全覆蓋明年4.9%的股息,而且有潛在提升空間。 該行將公司評級升至「增持」,三大原因包括經常性盈利佔比提升、盈利處於上升週期,以及估值便宜,目標價則由56元降至55元,以反映資產淨值數字更新。
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