智通财经APP获悉，里昂发布研究报告称，将长和(00001)目标价由56港元升至61港元，维持“跑赢大市”评级。
报告指，3英国与Vodafone英国的合并将会在明年上半年完成，认为长和目前的股份属吸引的风险回报配置，不过需要耐心，公司最早可于2029年自行决定剥离英国电讯业务。该行虽下调长和经常性盈利预测6%至8%，但仍预计长和的经常性盈利在2024和2025财年将同比增长11%，分别达到237亿港元和263亿港元。
该行表示，下调经常性盈利预测是因为对内地零售业务收入的预测较低、Cenovus Energy的共识较低，以及较高的税务支出，部分将受到港口的通过量预期上调以及考虑到合并后英国电讯业务的更高收益贡献所抵销。
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