汇丰发表研究报告指， 太古A(00019.HK) 2024财年业绩符合预期，盈利按年下降11%至93亿元。当中，航空业务录得最高盈利增长，按年上升31%；其次是饮料业务，撇除出售影响按年增长20%；地产业务则下降11%。
汇丰提及，太古继续推行渐进式股息政策，普通股每股股息增加5%至3.35元。不过，旗下航空业务即将面临的挑战可能令人失望。该行指，虽然投资者似乎担心太古今年5月到期的回购计划会否续期，但该行认为集团总额达2,200亿元的长期投资计划具有增长潜力，同时能为盈利增长提供良好的可见性。
汇丰将太古2025至2026财年的盈利预测下调1.4%至4.2%。太古现价相当于2025财年预测市盈率为8.8倍，收益率预计为5.1%。该行维持太古A的“买入”评级，目标价由74.3元下调至73.6元。(js/u)
(港股报价延迟最少十五分钟。沽空资料截至 2025-03-14 12:25。)
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