汇丰研究的报告指，投资者欢迎太古(00019.HK) 提升股东回报所作的措施，不过认为增长潜力未完全反映在股价上，进一步精简业务组合和新一轮的回购计划可能有助于缩小企业折扣。即使市场情绪疲软，该行相信内地地产业务可以带领下一轮的增长，将评级由“持有”升至“买入”，目标价由69元升至74.9元。
该行指，公司最新的增长策略明确，在房地产方面扩大项目管道，扩大饮料业务规模，并重新定位航空业。对该行而言，计划在内地投资500亿元，将房地产组合从六个以零售为主的项目扩展至11个，是关键的转折因素。该行亦料，在现金流改善的情况下，会有更多回购。料每股派息在2023年至2026年复合年均增长率5%，2024至26年每股派息分别为3.4元、3.55元及3.7元，对寻找良好防御性质的投资者而言，太古属吸引。(vc/u)
(港股报价延迟最少十五分钟。沽空资料截至 2024-12-02 12:25。)
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