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CK Hutchison Holdings Limited 2022-08-12 12:04 財經茄呢啡 智通財經APP獲悉,里昂公布研究報告稱,保持長和「買進」評級,將今明年經常性利潤預計調高6%/12%,以反映CENOVUS有較高利潤預計,或將幫助帶動今年全年股息同比增23%至每股3.27元,但由於撇除CENOVUS的利潤低於預計,目標價由75港元降低至68港元。
CK Hutchison Holdings Limited 2022-08-12 12:04 財經茄呢啡 港股8月首星期在宏觀政治風險之下仍能企穩,恆指收報20,201點,累計全周持平。藍籌股陸續放榜,其中長和系兩大旗鑒發布中期業績,長和及長實中期純利分別按年升4.3%及54.8%,兩股中期息亦較去年增長約5%。在宏觀不明朗情況下,業務多元化且派息穩定的長和系股權,亦開始受到保守投資者的青睞。長和收報52.2港元,升1.6%;長實收報54.5港元,升0.4%。
CK Hutchison Holdings Limited 2022-08-12 12:04 財經茄呢啡 而7只利潤提升提升藍籌中,長和系占了4只,分別是長和、長實、長江基建和電能實業;其余3只為匯豐控股、中國聯通和百威亞太。當中,長和、長實、長建、匯控和聯通派息都錄得按年提升;至於電能派息就持平,百威則一向沒派中期息。
CK Hutchison Holdings Limited 2022-08-12 12:04 財經茄呢啡 長和 中期純利及派息均有提升,而瑞信最新發表的研究報告指,長和業績符合市場預期中期派息比率差不多維持17%,並相信長和業績展現其在宏觀不利因素中的韌性,維持長和「跑贏大市」投資評級及目標價71元不變。
CK Hutchison Holdings Limited 2022-08-12 12:04 財經茄呢啡 長建與電能均以收購為目標,而長實對基建項目也有興趣,並透露長和系主席李澤鉅尤其偏好大額收購,因競爭對手較少;截至6月底,長建持有現金95.91億元,負債淨額對總資本淨額比率12.9%,至於電能和長實均為淨現金公司,認為長和系有強勁的資金負債表去支撐各類收購,強調就算沒有賣出資金,也不妨礙物色並購對象,只是過去疫情期間活動消退,現時開始再動身。
CK Hutchison Holdings Limited 2022-08-05 12:04 財經茄呢啡 李澤鉅之後出席分析員會議,提到通脹、戰爭以及疫情等影響時,他強調長和業務多元,亦分散於全球,近年的業績表現亦反映優勢,當某區業務出現問題時,另一個地方的提升可抵消影響,集團亦持有大量可提升價值的「寶貝」,可提供穩定收益。他又指雖然市場利息上揚,惟長和浮息債務僅占整體25%。
CK Hutchison Holdings Limited 2022-08-05 12:04 財經茄呢啡 近期尚乘數科股價暴漲,引來市場焦點投放在該公司背景。尚乘數科在招股書中直言,香港富豪李嘉誠家族旗下長和為尚乘集團(尚乘數科母公司)創始股東,在尚乘集團公司網站還有專屬頁面介紹長和和李嘉誠當年希望「打造領先亞洲的綜合金融機構平台」。
CK Hutchison Holdings Limited 2022-08-05 12:04 財經茄呢啡 有分析員在業績會議中關注疫情、地緣政治、通脹等對長和的影響,李澤鉅直言,長和是一個國際企業,固然受上述所有因素影響,但此正是集團優勢所在,因業務遍布全球,資金地域多元,有大量「寶貝」,令集團能夠整體穩定業績。他直言,幾年前,歐洲零售業務受封城影響,但內地業務拉上補下,而今年上半年剛好相反,內地業務受封城影響,但其他業務表現良好,集團各地業務都可以有互補作用。
CK Hutchison Holdings Limited 2022-08-05 12:04 財經茄呢啡 長和發布中期業績,上半年純利190.88億元,按年增4.3%;EBITDA為705.25億元,按年升3.5%,中期息派0.84元,按年增5%。期內總收入為2296.16億元,按年增8.1%。長和主席李澤鉅指,因應部份市場衰退風險上揚,集團大幅降低今明兩年提升預計。
CK Hutchison Holdings Limited 2022-08-05 12:04 財經茄呢啡 智通財經APP獲悉,高盛公布研究報告稱,保持長和集團「買進」評級,考慮到最新外匯情況及各業務年初至今的趨勢,降低2022-24年每股利潤預測,目標價由80港元降低至77港元。集團直言計劃將部分賣出鐵塔的回報用於償還債務及回購股權,該行預測會回購4%的流通股,速度很大程度上取決於股權流動性及市場狀況。
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