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《大行報告》大摩料太古A(00019.HK)未來60天股價跑贏大市 評級「增持」
摩根士丹利發表報告表示,預料太古A(00019.HK)股價在未來60日跑贏大市,機會率高逾80%。主因該股最近股價下跌,令短期估值更爲吸引;而太古集團持股45%的國泰航空(00293.HK)將會公佈派發中期股息,以顯示其營運現金流強勁。 該行認爲,近期太古A估值吸引,主因現價反映了其飲料業務價值爲負數及國泰航空的價值。予其目標價71元,評級爲「增持」。(ca/s) ~
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