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《大行報告》大摩相信太古(00019.HK)股價60日內將跑贏大市
摩根士丹利發表技術研究報告,料太古(00019.HK)股價60日內將跑贏大市,發生機率料80%以上。予「增持」評級,目標價75元。 大摩引述行政長官李家超表示,正積極考慮進一步放寬入境檢疫政策,並將很快公布決定。這很可能有助於國泰航空(00293.HK)客量和盈利,亦對太古有利。 該行指,太古本年至今股價跑贏恆生指數同期表現達47個百分點,目前0.32倍的追蹤市賬率和5.4%的預測2022年股息率仍然具有吸引力。而最近宣布的40億元回購計劃亦在進行中,自8月19日以來,公司購股相當於每日交易量介乎20%至30%。
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