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《大行報告》摩通:長實(01113.HK)出售資產或成扭轉股價跌勢明顯催化劑
阿思達克 09-29 10:29
摩通發表報告指,長實集團(01113.HK)昨(28日)宣布以逾207億元售波老道項目,認為今次交易對長實意義重大,因為涉及金額相當於其市值的12%。而長實2021財年英國收入為216億元。假設英國的收入由於英鎊下跌或英國經濟放緩而為零,仍可以被單一的住宅項目交易所抵銷。 摩通認為,當估值合適時,長實是同行中最願意出售資產的公司。鑒於其60%的資產淨值(NAV)折讓和廣泛的資產組合,該行認為長實在上行空間方面給市場帶來驚喜的機會最大,而目前的資產處置可能是扭轉股價跌勢的明顯催化劑。維持「增持」評級,目標價67元。
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