《大行》大摩升太古(00019.HK)目标价至75元 资本回报将持续进行

阿斯达克财经
17 Mar

摩根士丹利表示,将太古(00019.HK) 2025年及2026年每股盈利预测分别下调21%及9%,以反映租金收入和饮料利润预测的降低。基于净资产值的目标价略微上调至75港元(此前为73港元),这反映国泰航空(00293.HK) 股价强劲表现后其市场价值的提升。
大摩指,国泰航空和公司旗下中国饮料业务在充满挑战的宏观环境中表现出韧性。该行预计股息持续增长和股票回购将支撑其估值,维持对太古“增持”评级。(ad/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-17 12:25。)

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