《大行報告》美銀美林下調上實(00363.HK)目標價至22元 評級「買入」
美銀美林發表報告表示,上海實業(00363.HK)今年上半年純利升1.4%至20億元,符預期,其中來自基建項目升5.5%,消費升2.5%,但被物業務發展跌5.9%所抵銷。而每持有1股公司股份,可獲發1股上實城開股份,上實城開股份上日收市價1.14元計,相等於派息比率為62%,假設公司維持末期息0.52元,股息率相等於11%。
該行表示,降上海實業目標價14%,由原來25.7元至22元,以反映估值下降,及於上實城開的股權由70%降至47%,重申「買入」評級,認為估值吸引。
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