小摩:上调招商局港口(00144.HK)目标价至18港元 维持“增持”评级

智通财经
Sep 12, 2025
【小摩:上调招商局港口(00144.HK)目标价至18港元 维持“增持”评级】智通财经APP获悉,摩根大通发布研报称,上调招商局港口(00144.HK)目标价5.9%,从17港元升至18港元,维持“增持”评级。小摩表示,根据招商局港口最新业绩,管理层指引、近来运营趋势,因此更新对该公司的模型,并上调目标价。该公司继续提供一个令人满意的投资价值,预计2025-2027年股息率为5.5-6.2%,自由现金流收益率为11-12%。该公司强劲的自由现金流、严谨的派息政策和强劲的盈利状况,强调其防御性吸引力,而多元化的投资组合和积极的成本管理也提供进一步支持。

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