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大行評級|里昂:下調太古A目標價至67港元 評級下調至“持有”

里昂發表研報指,雖然太古股份公司A中期股息符合預期,惟旗下非航空業務仍受到疲弱的經濟環境所影響。該行亦將2024財年的經常性盈利預測上調23%,2025財年則下調4%,相關調整主要反映對太古地產及國泰航空的最新預測。另外,該行亦下調對其飲料業務的盈利假設。

考慮到上述因素,里昂將太古目標價由72港元下調至67港元,評級由“跑贏大市”下調至“持有”,並看好太古地產。

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