大行評級|美銀:下調長江基建集團目標價至54.4港元 重申“中性”評級
美銀證券發表報告指,長江基建集團將於3月19日公佈2024財年業績,預期長江基建將錄得純利82億港元,或核心溢利81億港元及每股派息增加1.5%至2.6港元,均符合預期。下一個催化因素是四月底認購澳聯營SAPN股份的最終決定。
美銀證券重申對長江基建“中性”評級。另外,由於管理層之前的審慎觀點,該行考慮到加拿大電力的利潤下降,將2024至2026財年每股盈利預測下調1%,並將目標價由54.6港元降至54.4港元。
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