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《大行报告》美银证券下调粤投(00270.HK)目标价至17.6元 评级「买入」
阿思达克 11-02 10:15
美银证券发表研究报告表示,粤海投资(00270.HK)第三季经常性每股盈利跌1.6%,相信因投资物业收入下跌、物业销售利润下跌、过去早入账的物业销售有关,但计入最新的因素後,升2020年每股盈利预期2%,但降2020-22年经常性每股盈利分别2%、4%及5%,目标价由18.3元降至17.6元,评级重申「买入」,以反映水务和物业项目的收购价值。

该行指,粤海投资目前指未来派息会稳定增长,料2020-21年股息率分别为5.2%及5.8%,同时来自香港的水务收入不会於2021至2023年下调。

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