Market Brief

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羅世杰先生(Tommy Lo)


1038 長江基建集團

Friday, August 18, 2017 Views4842



集團主要在香港,中國內地,英國,澳洲,荷蘭,新西蘭及加拿大發展及投資多元化基建業務。其核心業務包括能源,水務,交通以及廢物管理。截止2017年6月半年度業績,集團營業額上升7.3%至27.76億港元,股東應佔溢利增加2.6%至56.57億元,中期息每股0.67元。其中,集團所持股的電能(00006)貢獻最為正面,期內貢獻15.64億元溢利,按年升16% 。但海外業務諸如澳洲則表現比較遜色,按年跌45% 。英國業務則受英鎊匯價偏弱影響,溢利用港幣計算則下跌8% 。主席李澤鉅表示集團將優化現階段的投資項目,審慎經營現有業務。





受惠於7月20日所公怖的中期業績所刺激,集團股價在下一個交易日裂口高開,由$65.55上升至最高$73.8。升幅超過12% 。預料短期內投資者將獲利回吐,股價或回補7月21日的上升裂口。但相信股價將在50天線水平上($68.2)得到支持。投資者可待股價回落此位置才考慮買入相關股份。


現價 : $71.9 (Aug 17 2017)
市盈率 : 18.822倍

每股帳面淨值 : $36.445 HKD




買入:$68 目標價:$75 止蝕價:$64


參考資料來源 :




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This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
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