大行評級|花旗:下調長江基建集團目標價至49港元 評級降至“中性”
花旗發表研究報告指,長江基建集團去年純利按年升1.1%至81.15億港元,低於市場預期3%;以經常性基礎計算,去年營業利潤按年升10%,末期股息按年升0.5%至1.86港元。以上市以來,公司保持提高股息趨勢,去年全年每股股息按年升2港仙。該行指,從基本上來看,長江基建或收購英國泰晤士水務,但料不會在未來數個月成事,主因有潛在收購前有複雜債務重整工作。
該行指,將公司在2025年至2026年純利預測下調8%至12%,其目標價由63港元下調至49港元,其評級由“買入”降至“中性”。
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