《大行報告》摩通:長實集團(01113.HK)上半年基本盈利勝預期 派息無驚喜
摩根大通發表報告,指由於香港物業發展項目入賬高過預期,長實集團(01113.HK)2022年上半年基本盈利勝預期,不過5%的派息上升無驚喜。該行對長實維持「增持」評級,目標價67元。
報告表示,雖然回購有可能對長實股價帶來支持,但認為短線投資者可能鑑於年初至今的強勁表現,I或傾向鎖定利潤。不過該行認為,該股是長期核心持股之一,因為其經常性收入和資產負債表越來越強勁、盈利轉勢和股票回購,將視任何股價回調為收集機會。
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