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《大行報告》花旗一舉升恆隆地產(00101.HK)評級至「買入」 升目標價至21.1元
阿思達克 01-03 09:53

花旗發表報告表示,一舉升恆隆地產(00101.HK)投資評級,由「沽售」升至「買入」,將目標價由16.1元升至21.1元,此相當每股資產淨值(NAV)折讓收窄至35%(此前予折讓50%作估值),以反映對本港住宅、寫字樓及零售商場今年預測,指今次屬自2013年7月以來首度改變對其看法。

該行估計,恆隆地產將可受惠內地削減關稅提振內需,特別是奢侈品商品,而公司作為內地高端商場營運商,可享有具獨特的估值溢價,並相信今年內地租務市場增長可領先利息支出,兼且恆隆地產正提供股息回報4.4厘,估值吸引。

花旗表示,下調對恆隆地產2019年每股盈利預測8.6%至0.98元,上調公司2020年每股盈利預測1.5%至1.12元,並調高對其2021年每股盈利預測8.1%至1.22元。

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