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《大行报告》大摩上调信置(00083.HK)目标价至12元 评级「与大市同步」
阿思达克 03-04 09:30
摩根士丹利发表报告,基於信置(00083.HK)2021财年中期业绩作更新预测,其中物业租赁收入预测调低7%,以反映租金收入的下跌较预期为差。至於酒店经营收入预测转为负面,主因香港、新加坡及澳洲的入住率仍然疲弱。该行并因而下调集团2021财年每股盈利预测4%。

由於下半财年派息有增加可能,该行收窄对信置的折让目标5个百分点至50%,股份目标价因此由11.5元调升至12元, 评级维持「与大市同步」。

另外,大摩目前预期集团2021财年下半年会就观塘住宅项目「凯汇」入账40%,2022财年再入账60%,对比早前预期部分会於2023财年入账。该行因而调升集团2022财年每股盈利预测5%,2023财年则下调13%。

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