智通财经APP获悉，瑞银发布研报称，由于太古股份公司A(00019)的估值折让扩大、明年信贷指标改善、及物业和航空业务得到改善，该行将公司2025至27年的盈测上调7至11%，评级由沽售上调至“中性”，目标价则由59.9港元升至75港元。该行估计，今年上半年太古的基本经常性溢利将同比上升12%，主要是由于国泰及ThaiNamthip的贡献增加，但被物业贡献的跌幅略为抵销。
该行指出，太古本年至今的表现逊于相关上市公司，其相对相关上市公司市值的折让率已由今年2月的19%扩大至目前的31%，接近该行30%的目标折让率。 另外，该行相信，由于地产业务盈利有所改善，预料回购的可能性会较高。
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