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《大行報告》花旗輕微上調長實集團(01113.HK)目標價至34.5元 評級「沽售」
阿思達克 12-29 09:40
花旗發表研究報告,指出即使處於疫情復甦情境下,相信長實集團(01113.HK)在香港及內地的物業銷售仍維持疲弱,主要是因為樓價潛在下跌,令其以豪宅為重心的香港市場銷售緩慢;內地物業銷售在執行上或會維持緩慢。

報告稱,長實辦公室物業集中於中區,料租金下降趨勢持續。基於香港住宅落成量減少,加上經常性收入下降,該行預期長實2020至2021年的盈利將下跌。於公司在維持每股派息方面沒有明確指引下,預期2020財年的每股派息將減少30%,意味股息收益率僅得3.7%,較其主要同業的5.3%為低。重申「沽售」投資評級,目標價由原來的34.3元輕微上調至34.5元。

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