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《大行報告》花旗升太古(00019.HK)目標價至77元 盈利增長穩定
花旗發表研究報告指,太古(00019.HK)作為中港重新通關的主要受惠者,去年取得出色的業績,經常性基本利潤按年增175%至104.49億元,與花旗預測的106.78億元基本一致。雖然今年的經營狀況仍然充滿挑戰,但該行相信太古將在未來幾年內實現穩定的盈利增長。另外,自公司啟動60億元回購計劃以來,其每個交易日都在公開市場回購股票,並受到投資者的好評。該行將集團目標價由72.25元上調至77元,維持「買入」評級。 該行表示,太古管理層指引國泰(00293.HK)今年運力於今年次季達到疫情前水平的80%,並於明年首季完全恢復。房地產方面,管理層預計零售銷售和酒店將持續改善,但寫字樓市場或仍然疲弱。
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