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《大行報告》美銀證券上調長和(00001.HK)目標價至64元 評級「買入」
阿思達克 05-03 09:57
美銀證券發表報告指,將長和(00001.HK)在2023年至2024年利潤預測下調9%至14%,主要是折舊及攤銷增加,惟對除利息、稅項、折舊及攤銷前盈利(EBITDA)預測下調爲4%。按業務細分,該行預料,公司今年旗下零售業復甦受惠於內地經濟重新開放。 該行預料,長和旗下港口EBITDA表現疲弱,主要是受到航運班輪聯營利潤大幅下降以及儲存收入較低等影響,加上3歐洲持續承受通脹壓力,以及能源貢獻較低。 美銀證券表示,將長和目標價由60元上調至64元,維持「買入」評級。(ca/w) ~
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