大摩：下调长实集团2024-2025年每股盈利分别4%/12%/14%

观点地产网08-20

观点网讯：8月20日，摩根士丹利发布研究报告，对长实集团的评级维持为“与大市同步”，并将目标价从40港元下调至38港元。报告中提到，长实集团的物业发展利润率和租金收入出现下降，这可能导致2024年至2025年的每股盈利分别下降4%、12%和14%。此外，预计2024年的每股股息将同比减少10%，降至1.85港元，与盈利下降的趋势相一致。摩根士丹利在报告中还更新了对长实集团的净负债和固定收入的...

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