長和系盈利倒退削減派息

長和系兩大重磅股長和(00001)及長實(01113)收市後公布上半年業績。長和半年盈利跌29%至130億元,中期息減29%至每股0.614元,長和現價周息率5.72厘。

長實盈利倒退58%至63.6億,派息減少34.6%至0.34元。

市場普遍預期,歐美疫情於次季轉趨惡劣,而且油價下跌,不利長和上半年業績。長和績前股價偏軟,曾低見50元,收市報50.9元,跌0.7%,成交2.73億元。

長和股價今年來跑輸恒指,摩根士丹利認為,長和跑輸與市場預計其每股盈利及每股派息會下降有關,但從估值來看仍然吸引,維持「增持」,相信隨歐元上揚,長和上半年已走過周期性谷底。

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A columnist in political development in Greater China region, technology and gadgets, media industry, parenting and other interesting topics.

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