《大行報告》大摩料長實集團(01113.HK)去年每股派息按年持平 估計持續進行回購
摩根士丹利發表報告,引述投資者日的回應指,長實(01113.HK)去年物業發展銷售額200億元,當中一半來自香港。今年計劃推出黃竹坑三期、錦上路及啟德一期項目。投資物業及酒店方面,預期中環寫字樓租金仍然受壓,零售組合表現穩定,租用率維持90%以上。服務式住宅入住率恢復至90%以上,酒店入住率超過80%,租金仍然落後於2018年水平。英國酒吧業務去年息稅前盈利(EBIT)有增長,預期今年業務復甦。
該行預期長實每股派息持平,繼續進行回購,予其目標價52元,評級「增持」。
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