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《大行報告》摩通:九倉(00004.HK)去年基礎盈利及派息令人失望 前景存挑戰
阿思達克 03-10 15:38
摩根大通發表報告指,九倉(00004.HK)派息減半令市場失望,亦非必要,主要由於其為中國物業發展項目作出非現金撥備,管理層並對今年業務前景看法暗淡,業績唯一正面因素為投資分部錄得80億元重估收益。該行預期中國推出寬鬆措施可提升中國物業發展項目之資產回報,目前估值反映市場憂慮因素。該行對九倉評級「增持」,目標價26元。
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