《大行》高盛降長江基建(01038.HK)目標價至60元 評級「中性」
高盛發表研究報告指,長江基建(01038.HK)今年上半年淨利潤為43.5億元,扣除外匯收益和其他非經常性項目,其核心淨利潤按年增長2%至42.8億元,符合市場預期,受惠於英國業務的穩健表現。
該行表示,鑑於利率上升的環境、以及激勵受監管公司投資的需要,預計在即將到來的重設期間,更優惠的條款將推動單一資產的盈利增長,預計集團將在未來2至3年內實現9%至10%的年均盈利增長。
該行將公司在2025年至2027年每股盈利預測下調4%至5%,其目標價由60.2元下調至60元,維持「中性」評級。(ca/u)
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