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《大行》大摩予太古A(00019.HK)目標價71元 評級「與大市同步」
阿思達克 08-07 15:20
摩根士丹利研究報告指出,上半年太古A(00019.HK)每股普通股息按年上升4%至1.3元,符合該行預期,在大摩覆蓋的範圍內是少數能增加股息的公司之一。 大摩認爲,太古A經常性基本溢利爲47億元(按年跌1%),低於該行估計,原因在於知識產權的經營利潤率較低以及聯營公司及合資企業的貢獻減少。大摩予太古A「與大市同步」評級,目標價71元,認爲現價相當於2025年預測市盈率9倍,股息率達5.2%。
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