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瑞银:维持希慎(0014.HK)中性评级 目标价24港元
格隆汇 08-11 11:19

瑞银发表报告指,希慎(0014.HK)上半年核心盈利跌10%,好于该行预期,同时公司维持第一次中期息0.27港元,待该行预期,派息比率约22%。核心盈利按年下跌,主要由于受到社运及疫情影响,零售业务表现疲弱。截至6月,公司拥净现金约18亿港元,公司正留意新土地收购机会,包括加路连山道商业地,以及回购可能。

报告又指,公司租户销售下跌高于全港整体,当中餐饮、药妆表现疲弱,同时上半年续租租约录得约15%跌幅,另外租户按销售计算租金亦下跌59%。写字楼方面,表现大致持平,主要受续租租金增长所支持,但公司料在现时环境转差下,下半年写字楼续租租金会转为持平。

瑞银维持希慎中性评级,目标价24港元。

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