大行评级|高盛:下调太古A目标价至90港元 续予“买入”评级

格隆汇
Aug 12

高盛发表报告指,太古A上半年净利润8.15亿元,实际净利润按年跌1%至47亿港元,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港元,为扣除国泰后每股经常性利润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。考虑该行对太古地产及其他业务的最新预测,调整对太古今年至2027年每股盈利预测,由下修9%至上修3%不等,太古A目标价由91.6港元降至90港元,续予“买入”评级。

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