智通财经APP获悉，高盛发布研报称，考虑对太古地产及其他业务的最新预测，调整对太古A(00019)今年至2027年每股盈利预测，由下修9%至上修3%不等，目标价由91.6港元降至90港元，续予“买入”评级。
太古上半年净利润8.15亿元，实际净利润同比跌1%至47亿元，符合该行预期，亦为该行全年预测的49%。反映向股东交出可持续稳定回报的承诺，公司上调每股中期息至1.3元，为扣除国泰航空(00293)后每股经常性利润49%，配合五至六成派息比率目标，该经常性利润计入国泰的派息。
报告指，管理层在业绩会议上对业务展望审慎乐观，预期多个宏观不利因素持续，但承诺执行长期策略及继续在香港及大湾区寻找投资机会。该行指出，太古股价过去一季净资产值折让已由约20%扩至33%，大致与历史平均25%至30%相符。该行认为该股提供区内物业、消费相关及航空业务的平衡风险敞口，4倍市账率、10倍预测今年市盈率及5.2厘股息率的估值并不昂贵。
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