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《大行报告》大摩下调长实集团(01113.HK)目标价至49元 评级「与大市同步」
阿思达克 08-10 11:01
大摩发表研究报告将长实集团(01113.HK)目标价由55元降至49元,评级「与大市同步」,指公司有潜在可能削减末期每股派息。

该行指,公司预期下半年将入账超过70亿元的内地发展项目收入,这尚未包括近期出售成都项目的80亿元,故此该行将部份2021年盈利带到今年下半年,并下调明年每股盈利预测6%。

该行亦调降英国酒吧业务EBIT假设,由原本预料正数3.16亿元转为负数30亿元,以反映固定成本高於预期。酒店EBIT在上半年的贡献亦低於预期,降全年EBIT预期至仅收支平衡。至於集团整体今年每股盈利预测维持不变。

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