大和:升长江基建集团(01038.HK)目标价至63.5港元 上半年业绩符合预期

智通财经
Aug 14
【大和:升长江基建集团(01038.HK)目标价至63.5港元 上半年业绩符合预期】智通财经APP获悉,大和发布研报称,长江基建集团(01038.HK)上半年股东应占溢利43.48亿港元,同比增长1%,中期每股派息0.73港元,同比增加1港仙;公司确认已完成出售英国Rails资产,业绩表现及并购进展均符合本行预期。该行料下半年英国业务的盈利增长将略为放缓,并认为公司不太可能就出售UK Rails资产派息特别息。至于有传公司放弃收购参与英国国家电网公司LNG项目的竞标,该行表示会密切关注;目标价由59港元上调至63.5港元,重申“买入”评级。

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