里昂发表研究报告指，其覆盖的香港综合企业今年经常性盈利或增长8%，令整体普通股息或实现4%增长，达到约41亿美元，可推动一众综合企业价值重估，又指行业股价较每股资产净值折让40%，相信今年会迎来股价正面催化剂，继续将第一太平(00142.HK) 列为首选股，给予“跑赢大市”评级，目标价由6.3元微升至6.4元。
该行指，第一太平须于2027年1月前分拆菲律宾联号公司Maynilad上市，从而符合监管要求，目前有50%几率会于今年内完成分拆，另外公司亦有可能会分拆收费公路业务，认为其风险回报水平吸引。
另外，该行亦认为长和(00001.HK) 风险回报水平同具吸引力，憧憬长和可能会分拆欧洲电讯业务，因此投资者要对长和抱有一定耐心。里昂对长和评级亦为“跑赢大市”，目标价61元。以现价计算，里昂指太古(00019.HK) 风险回报未算吸引，基本预测该公司未有分拨经常性开支用于回购，予“持有”评级，目标价70元。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-03 16:25。)
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