《大行》瑞銀微降太古A(00019.HK)目標價至74元 評級「中性」
瑞銀發表研究報告,太古A(00019.HK)中期經常性基礎盈利為47億元,按年跌1%,低於該行預期達12%,主要是國泰航空(00293.HK)貢獻低於預期。集團中期派息1.3元,按年升4%,大致上符合預期。管理層重申,他們優先考慮長期策略投資和漸進式股息,而非股票回購。未來的股票回購將取決於股價、負債比率和市場狀況。
該行表示,將公司在2025年至2027年盈利預測下調1%至5%,以反映對國泰、HAECO及飲料業務盈測的調整,對太古目標價由75元輕微下調至74元,其評級為「中性」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.