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港股異動 | 長和系走強 李澤鉅料今年會繼續回購
格隆匯3月18日丨長和系走強,長實集團、長和漲超3%,長江生命科技漲超1.5%,香港電訊-SS、電訊盈科漲超0.5%。消息面上,對於集團近月接連出售英國資產,是否看淡當地脱歐後的前景,長和及長實集團主席李澤鉅在全年業績會上表示,生意經常有買有賣,集團正在研究較大的英國投資項目。 他指,長江集團是跨國集團,每日都有很多投資選擇,涉及眾多不同行業,考慮投資時回報及資產質素是最重要考慮,認為投資地域不應限制在某一地區,直言“賺了錢就是回報”。他稱長和去年斥資十多億港元回購逾50次,預期今年會將部分早前出售資產所獲資金再進行回購。摩通指,予長和“增持”評級,將其目標價由82.5港元上調1.8%至84港元。該行認為,長和股價的主要驅動因素將來自一旦在今年第二或第三季收到出售英國發射塔的現金收益,可能會延長股票回購,以及任何其他非核心資產出售。該行預期總回購金額將為100-120億港元。

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