智通财经APP获悉,里昂发布研究报告称,维持长和(00001)“跑赢大市”评级,目标价61港元不变。
该行预计,巴拿马对港口营运商的审计将对投资者情绪产生影响,但对长和实际财务影响估计有限,因为估算当地港口在2023年贡献了长和总息税前利润仅0.66%。
报告仍然认为,长和的股票在风险回报方面具有吸引力,因为目前的股价暗示其未上市资产的市场价值为负。然而,该行认为投资者希望在即将发布的业绩中看到股息增长。
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