花旗:首予周大福创建(00659)“买入”评级 乘搭香港保险业增长顺风车

智通财经
Apr 27

智通财经APP获悉,花旗发布研报称,首次覆盖周大福创建(00659),予“买入”评级,目标价10.6港元。认为该公司有持续和稳定的分红政策(26年度股息约7%); 透过周大福人寿实现强劲的年度营业额增长; 以及持续正向的资本循环,对该公司看好。

花旗认为,自该股成为沪深港通合资格股份后,其交易流动性显著改善,应值得更多投资者关注; 又认为股息和保险业务前景良好的增长,可缓冲下行风险,对投资者具吸引力。

该行续称,周大福创建的管理层持续进行资本循环。管理层透露,2026上半财年已从非核心资产剥离中,获得超过3亿港元,未来潜在出售或再带来约30至40亿港元。该行预计,公司近期收购的物流物业,将于今年为公司应占经营溢利带来增长。

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