《大行報告》花旗升恆地(00012.HK)目標價至51.3元重申為行業首選
花旗發表報告指,雖然市場追求資金避難所,但相信恆地(00012.HK)是被市場忽視,因集團管理層承諾在中期內可有強勁的派息增長。
該行表示,恆地新任聯席主席李家誠在最近舉行的股東周年大會上重申,集團偏好以每年十送一紅股的方法獎勵股東,此意味每年的每股派息增長超過10%。
花旗認為,恆地股息收益率有4.5%,而且有雙位數的股息增長前景,因此具有吸引力。花旗重申予恆地「買入」評級,並為行業首選,目標價由50元上調至51.3元,此以資產淨值(NAV)折讓保持30%不變作估值基礎。
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