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《大行報告》美銀證券對恆隆地產(00101.HK)投資物業估值下跌不意外 料派息穩定
阿思達克 06-08 10:32
美銀證券發表報告表示,恆隆地產(00101.HK)於上周五收市後發盈警料今年度業績或錄虧損,主因來自投資物業的重估虧損,而同業九龍倉置業(01997.HK)及領展(00823.HK)早前亦發類似公告,對該等公司股價亦沒有影響,故屬市場預期之內。

恆隆地產強調,集團營運現金流及股息派發能力將不會受到重大影響,整體財務及業務狀況仍然維持穩健。美銀證券認為,恆隆今年度派息維持穩定,基於現價相當於每股資產淨值折讓46%且股息收益率為4.3%,屬吸引水平,故維持其「買入」評級,目標價為20元。

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