《大行報告》瑞信下調長實集團(01113.HK)目標價至62.1元 評級「跑贏大市」
瑞信發表評級報告指,長實集團(01113.HK)去年基本利潤按年增6.1%至208億元,低於該行預測,全年每股派息按年升3.6%至2.28元,收益率為4.7%。根據管理層指引,集團在去年以具競爭力的成本收購了高質素土地,可支持未來房地產銷售表現,並相信租務表現未來將會復甦,經常性利潤份額將進一步增加,能夠支持更佳的盈利質量。
該行將公司今年及明年每股盈測分別下調16%及7%,同時將其目標價由63.9元下調至62.1元,維持其評級為「跑贏大市」。(ca/u)
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