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《大行報告》摩通上調長實集團(01113.HK)目標價至67元 評級「增持」
阿思達克 05-17 10:45
摩根大通發表報告,指長實集團(01113.HK)正在變成一家擁有淨現金公司,在利率上升的環境中擁有強勁的經常性現金流,雖然利率上升可能會損害對住宅銷售需求,但市場並無考慮到長實在香港、內地和海外的土地儲備價值。該行將長實目標價由66元上調至67元,評級「增持」。 摩通表示,長實將400億元的資產變現,其額外流動性將支持其在本月6日開始的股份回購,認為由於來自內房的土地市場競爭激烈,公司在香港和內地市場有更多投資機會。 摩通指出,長實年初至今的表現優於市場24%,隨著其英國的酒吧業務的好轉,預計這趨勢將持續。
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