《大行報告》里昂下調長實集團(01113.HK)目標價至56元 評級「跑贏大市」
里昂發表報告指,長實集團(01113.HK)去年業績強勁,每股盈利和派息率均按年增長3.6%。由於資產出售,集團能夠在香港房地產市場上精挑細選項目,並能轉為淨現金流。該行相信集團處於舒適的位置來維持未來的盈利和股息增長,同時減輕高利率環境帶來的影響。
該行將長實今明兩年盈利分別降低6.6%和0.9%,以反映去年合同銷售量低於預期和完工時間變化。目標價由57.6元下調至56元,維持「跑贏大市」評級。
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