《大行報告》大摩相信太古(00019.HK)股價60日內將跑贏大市 評級「增持」
摩根士丹尼相信太古(00019.HK)股價60日內將跑贏大市,發生機率約80%以上,評級「增持」,目標價74元。
大摩指,近日有報道指港府或考慮放寬入境的檢疫安排,將現時酒店檢疫7日,放寬為5日檢疫酒店隔離加2日居家隔離,利好國泰(00293.HK)和太古(00019.HK),但國泰股價今年以來累升34%,太古升幅則只有5%,認為未完全反映積極的因素。而太古新股息政策不計入國泰盈利,應能為股息提供穩定性。
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