《大行報告》大摩上調信置(00083.HK)目標價至12元 評級「與大市同步」
摩根士丹利發表報告,基於信置(00083.HK)2021財年中期業績作更新預測,其中物業租賃收入預測調低7%,以反映租金收入的下跌較預期為差。至於酒店經營收入預測轉為負面,主因香港、新加坡及澳洲的入住率仍然疲弱。該行並因而下調集團2021財年每股盈利預測4%。
由於下半財年派息有增加可能,該行收窄對信置的折讓目標5個百分點至50%,股份目標價因此由11.5元調升至12元, 評級維持「與大市同步」。
另外,大摩目前預期集團2021財年下半年會就觀塘住宅項目「凱匯」入賬40%,2022財年再入賬60%,對比早前預期部分會於2023財年入賬。該行因而調升集團2022財年每股盈利預測5%,2023財年則下調13%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.