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《大行報告》里昂降太古(00019.HK)評級至「跑贏大市」 目標價升至72元
里昂發表報告指,雖然對太古(00019.HK)近年的投資仍有保留,尤其是在連續兩年撇帳後,但公司去年下半年業績顯示出積極回饋股東。 里昂調低對太古2024年和2025年經常性利潤預測各20%和13%,原因是調低飲品業務的利潤假設,並計及對太古地產(01972.HK)及國泰航空(00293.HK)的最新預測。不過,由於積極執行回購,目標價由69元上調至72元。太古現股價較資產淨值(NAV)折讓17%。評級由「買入」下調至「跑贏大市」。
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