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野村会德丰(0020.HK)派息增长稳定目标价68.6港元吁买入
格隆汇 08-13 11:43

野村发表研究报告指,会德丰(00020.HK)中期核心盈利符合预期,认为公司派息增长前景稳定,现时估值亦吸引,股价较以市价为基础的每股资产淨值(NAV)折让40%,维持“买入”投资评级,目标价68.6港元不变。

野村指,会德丰中期核心盈利按年升35%至70亿元,符合该行预期。该行又指,会德丰中期派息按年增加约5%,儘管面对香港及澳门下半年不明朗因素增加,或影响其零售及物业发展业务。而相关因素为影响公司现金流及未来派息稳定增长的承诺。不过,公司财务状况健康,在争取盈利表现较优的土地储备上具优势。

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