大行評級|大摩:維持太古A“增持”評級 預計股息增長和回購將支撐估值
摩根士丹利表示,將太古股份公司A 2025年及2026年每股盈利預測分別下調21%及9%,以反映租金收入和飲料利潤預測的降低。基於淨資產值的目標價從73港元略微上調至75港元,這反映國泰航空股價強勁表現後其市場價值的提升。大摩指,國泰航空和公司旗下中國飲料業務在充滿挑戰的宏觀環境中表現出韌性。該行預計股息持續增長和股票回購將支撐其估值,維持對太古A“增持”評級。
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