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瑞銀:維持希慎(0014.HK)中性評級 目標價24港元
格隆匯 08-11 11:19

瑞銀髮表報告指,希慎(0014.HK)上半年核心盈利跌10%,好於該行預期,同時公司維持第一次中期息0.27港元,待該行預期,派息比率約22%。核心盈利按年下跌,主要由於受到社運及疫情影響,零售業務表現疲弱。截至6月,公司擁淨現金約18億港元,公司正留意新土地收購機會,包括加路連山道商業地,以及回購可能。

報告又指,公司租户銷售下跌高於全港整體,當中餐飲、藥粧表現疲弱,同時上半年續租租約錄得約15%跌幅,另外租户按銷售計算租金亦下跌59%。寫字樓方面,表現大致持平,主要受續租租金增長所支持,但公司料在現時環境轉差下,下半年寫字樓續租租金會轉為持平。

瑞銀維持希慎中性評級,目標價24港元。

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