《大行》里昂上調太古(00019.HK)評級至「跑贏大市」 預期今明兩年股息將增長
里昂發表研究報告,太古A(00019.HK)上半年經常性利潤按年微跌1%至47.12億元,相當於市場及該行對全年預測的45%及40%,每股經常性利潤因回購令股數減少,錄得4%增長,期內航空業務表現強勁,但其他業務板塊疲弱,抵銷了相關增長。
里昂將太古2025及2026年經常性利潤預測分別下調15%,至95億元及103億元,以反映飲料業務因消費情緒疲弱及產能優化成本而導致的利潤率受壓。但里昂亦指出,在健康資產負債表支持下,目前預測今明兩年每股派息可逐步提升至3.5元及3.7元,股息回報率料達5.1%,加上2026年資產淨值(NAV)料增長6%,相應將評級由「持有」上調至「跑贏大市」,目標價從68元升至74元。
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.