《大行報告》大摩下調信置(00083.HK)目標價至11元 評級「與大市同步」
摩根士丹利發表研究報告,降信置(00083.HK)今年下半財年物業租金收入及EBIT分別12%及16%,及降酒店EBIT 37%,以反映悉尼和香港的表現轉。全年度每股盈利預期降14%,而明年度亦降11%,以反映凱匯項目延期入賬,因此升2022年度每股盈利8%。該行預期凱匯只有40%的銷售會於明年6月前入賬。雖然公司擁有370億元淨現金,但上半財年持派息不變。大摩下調派息增長預期,將2021及22財年派息預測下調5%。該行同時調低公司目標價4%至11元,評級「與大市同步」。
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