晨星：维持太古A(00019)公允价值预测86港元股息高于预期_老虎社区_美港股上老虎

晨星：维持太古A(00019)公允价值预测86港元股息高于预期

智通财经03-17

智通财经APP获悉，晨星发布研报称，维持对窄护城河的太古A(00019)86港元的公允价值预测，预期基本不变。认为该股估值合理。晨星预计，太古在2025年基数较低的情况下，未来三年经营利润的复合年增长率为12.6%，因为地产业务在2027-2028年复苏。国泰航空(00293)在2025年的稳健增长起到推动作用，但未来其推动将会减弱。航空燃油成本提升是短期风险。如预期，香港办公楼市场租金疲软侵蚀...

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