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《大行報告》瑞銀:華潤置地(01109.HK)業績兩大驚喜 包括派息及擬分拆物管業務上市
阿思達克 08-26 14:25
瑞銀發表報告表示,華潤置地(01109.HK)上半年核心盈利按年升3%至84億人民幣,高於該行預期3%;毛利率達33.5%,符合預期,至於派中期息0.15元人民幣,相當於其核心淨利之派息比率13%,勝預期。該公司計劃分拆物管業務上市,中期股息增加或反映分拆上市的因素。

該行補充,持續看好潤地前景,預期其將受益於將內地奢侈品銷售復甦、在7月下旬重新開放電影院後帶動購物中心的客流量和零售銷售恢復,以及潛在的物業管理分拆,而長遠看或會分拆投資物業等利好因素。該行維持其「買入」評級,目標價為42元。

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