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《大行報告》里昂微升新創建(00659.HK)目標價至9.1元 評級「買入」
阿思達克 10-03 13:56
里昂發表報告指,新創建(00659.HK)2022財年下半財年經常性利潤比該行預測低11%,但每股末期股息按年增長3%,比該行預測高3%。該行指,雖然預計收購仍是集團資本配置策略的重點,但集團亦會致力於逐步提高股息的政策。 該行表示,下調對新創建2023年至2024財年的經常性利潤預測各24%及15%,以反映較低的公路收入假設、較高的富通保險的支出預測,以及人民幣匯價預測因素。 里昂表示,將新創建目標價由9元上調至9.1元,因為較低的淨債務抵銷對利潤表預測的削減,重申「買入」評級。
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