《大行報告》裏昂下調長和(00001.HK)目標價至68元 評級「買入」
裏昂發表評級報告指,在加拿大能源商Cenovus Energy的推動下,長和(00001.HK)今年上半年盈利上升趨勢會持續至下半年,撇除Cenovus Energy因素,公司盈利或大部分受到3 Group Europe較高折舊與攤銷的支出所拖累。
該行將集團今年及明年經常性盈利預測上調6%及12%,以反映Cenovus有較高盈利預測,或將會推動集團今年全年股息按年增23%至每股3.27元,但由於撇除Cenovus的盈利低於預期,將其目標價由75元下調至68元,評級則維持「買入」。(ca/k)
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