花旗发表报告，指太古A(00019.HK) 管理层表示，倘集团负债比率由去年底的22.1%升至30%属可接受，又清晰表明股份回购作为股东回报政策重要部分的益处，并称获授权回购总额相对集团资本开支承诺微小。该行预期太古将于5月的年度股东大会更新回购计划，获授权回购总额将维持60亿元，因集团今年将有约100亿元债券到期。
该行以23.5%资产净值(NAV)折让计算目标价，对比早前的16%，相等于历史均值存0.5个标准差的溢价，以反映今年挑战性业务环境，以及股东回购将欠缺增量惊喜。但对集团每股资产净值评估由94.34元上调至110.83元，以反映其上市分支最新市值。该行因而上调对太古目标价，由79.25元上调至85元，维持“买入”评级。(fc/da)(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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