《大行》里昂:长和(00001.HK)末期息略超预期 仍预期将退出电讯业务及出售港口资产

阿斯达克财经
Mar 20

里昂报告指,长和(00001.HK) 去年下半年经常性溢利按年增长3%至110亿元,末期股息按年增6%至每股1.602元,符合该行预期,但较市场共识高3%。该行认为,尽管长和资产负债表强劲且现金流稳健,但短期内不会提高股东资本回报。就资本配置而言,该行从分析员会议上了解到,长和在地缘政治动荡中仍以机会主义态度物色收购项目,预期其派息比率很可能维持在基本溢利40%。但该行仍认为长和有可能退出电讯业务...

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