智通财经APP获悉，瑞银发布研究报告称，给予长和(00001)“中性”评级，目标价定为43港元。
报告称，预期长和2024财年盈利或同比下跌7%至219.7亿元，此数值低于市场预期5%。同时，末期股息可能同比减少7%至每股1.68元。相关预测主要基于以下因素：去年下半年油价下跌、第四季欧元兑港元走弱、下半年融资成本上升，不过港口业务的强劲盈利部分抵消了这些负面因素。
该行预期，长和旗下零售、基础设施及电信业务相对稳定，盈利趋势与去年上半年相似。对于2025至2026财年，该行将盈利预测下调12%至15%，每股盈利增长率预计分别为3%及4%。该行认为，此情形下风险回报较为公平。
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