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汇丰研究:重申太古(0019.HK)评级“持有” 长和(0001.HK)评级“买入”
格隆汇 11-22 11:23

太古(00019.HK)早前发盈警指受本港目前局势影响业务表现,汇丰环球研究发表报告指,于香港大型综合企业中,长和(00001.HK)于香港业务较少,加上其英国业务面对之监管问题亦明朗化,视为该行板块首选,评级“买入”,目标价92港元。发盈警之太古评级则为“持有”,目标价自90港元下调至75港元,汇丰指其资产净值中约55%来自本港业务,相信其估值自目前水平应给予更大折让。

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