《大行報告》匯豐研究恢復覆蓋長實集團(01113.HK)並予「買入」評級 目標價下調至53.1元
匯豐研究發表報告指,長實集團(01113.HK)在充滿挑戰的香港房地產市場中處於有利地位,其防守性特質是受惠於多元化的經常性收入、強勁的財務狀況、股票回購及收購等。當大多數同行的財務狀況因高利率而受到關注時,集團利用其強勁的資產負債表為收購提供資金。
該行指,雖然房地產銷售下降,預計長實今年盈利將會疲軟,但料集團盈利將從明年起回升,預期公司2023至25年的淨利潤複合年均增長率達11%。
該行恢復覆蓋長實,並予其「買入」評級,目標價則由63.5元下調至53.1元。
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