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《大行報告》花旗下調長和(00001.HK)目標價至74.5元 評級「買入」
阿思達克 03-17 10:48
花旗發表報告指,雖然去年面對明顯挑戰,包括不利的外匯、通脹、高利率及能源價格等,但長和(00001.HK)的盈利仍錄得10%增長,主要由於其為多元化的企業集團,受惠於加拿大能源公司Cenovus的自然對沖,及港口業務更高的儲存收入等。 該行表示,展望未來,管理層預計通脹和能源價格上升的負面影響將被Cenovus業務、內地重新開放及利好的外匯所抵銷。 花旗下調長和股份目標價,由76.5元降至74.5元,反映3歐洲的競爭劇烈,股份評級維持「買入」。
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