里昂发表报告指，太古A(00019.HK) 去年下半年经常性溢利及股息较该行预测高1%至2%。由于旗下国泰航空(00293.HK) 预测溢利较高，上调今明年盈利预测，但预期股息仅温和增长。虽然太古现时的回购计划将于5月结束，但相信只要股份估值合理(即资产净值折让扩大)，集团将延续回购计划。
报告指，太古A现时的股价较资产净值折让15%，维持对其“持有”评级，将目标价由70元轻微调低至68元，并将公司今明两年的经常性溢利预测各上调12%及15%。(ha/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-13 16:25。)
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