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中信里昂:升第一太平(0142.HK)目標價至3港元 重申買入評級
格隆匯 12-02 13:11

中信里昂發表研究報告表示,將第一太平(0142.HK)目標價由2.71港元升至3港元,重申買入評級。

報告表示,繼聯營公司菲律賓長途電話公司(PLDT),Metro Pacific和Indofood第3季業績後,認為第一太平的盈利增長動力持續。 PLDT移動和寬帶業務的實力將支持較高的盈利,同時減少封城的影響;及Pinehill的收購將支持Metro Pacific和Indofood的收益增長。第一太平洋現時市價對每股資產淨值折讓62%,該行將2020年和2021年的經常性盈利預測分別提高5%和1%。

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