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《大行报告》汇丰研究降信置(00083.HK)评级至「持有」 上调目标价至12.9元
阿思达克 02-26 15:45
汇丰研究发表的报告指,信和置业(00083.HK)上半财年基础溢利为21亿元,按年跌21%,主要因为期内无重大项目完工,公司宣派中期息每股14仙,按年持平,下半财年该行预计公司盈利将大增至82亿元主要因为观塘凯汇项目完工。该行估计今年随着楼市复苏,公司未来数月销售将有满意表现,不过自7月以来其股价已升27%,同期恒指升幅仅13%,相信已大致反映该行的正面预测,例如是盈利向上及潜在派息提升等,将公司目标价由12元升至12.9元,评级由「买入」降至「持有」。

该行指出截至去年底集团未入帐合约销售达240亿元,当中逾八成是与凯汇相关,估计下半财年相关项目完工将带动盈利表现,未来数月公司计划推出多个住宅项目,主要项目包括是位於西九的Grand Victoria及黄竹坑站住宅项目二期,不过与凯汇比较规模相对较细。

该行将公司2021-23财年盈利预测调整0-5%,主要考虑到住宅的平均销售尺价较高,加上对零售租金收入及酒店入住率预测有所提升。(el/a) ~

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