智通财经APP获悉,里昂发布研报称,关税战间接影响香港经济前景、企业和消费者信心,在不确定性下将太古地产(01972)2025及2026年盈利预测下调12%及7.3%,又指若股票回购计划在股东周年大会上未获续期,股价支持将减少。但考虑到太古地产拥有强劲的资产负债表,里昂相信管理层会维持年度股息增长中单位数个百分比的目标,在当前不确定性中股息回报具有吸引力,因此将目标价由18港元上调至18.3港元,维持“跑赢大市”评级。
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