星展发表研究报告指，长实(01113.HK) 继在英国及北爱尔兰收购基建项目后，再于去年在德国收购一系列护老房屋项目。该些项目将加强长实的经常性盈利基础，并使其资产多元化。而集团的资产负债比率为4.3%，因此其具备条件在香港及海外进行更多具增值潜力的收购。
该行认为，随着长实的经常性盈利基础增强及多元化，盈利质素改善应会带动股票估值上升。另外，如果集团旗下启德住宅项目Victoria Blossom的反应理想，料可改善其股价气氛。
该行将长实目标价由43.15元下调至41.7元，维持“买入”评级，认为估值吸引。(sl/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-24 12:25。)
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