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《大行報告》瑞信下調長實集團(01113.HK)目標價至63.9元 評級「跑贏大市」
阿思達克 03-18 10:36
瑞信發表報告指,長實集團(01113.HK)去年基礎盈利按年增長11%至214億元,大致符合該行預期。至於全年派息按年增長22%至每股2.2元,高於其保證派息的2.08元,提供4.4%的股息收益率。 該行微調對長實今明兩年盈利預測,資產淨值(NAV)預測亦調升7%,以反映新收購地塊的增值。不過,由於宏觀不明朗,瑞信將集團資產淨值折讓目標由40%擴至45%,股份目標價因而由65元降至63.9元,評級維持「跑贏大市」。
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