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大和:華潤置地(1109.HK)去年核心盈利符預期 重申買入評級
格隆匯 03-31 14:08

大和發表研究報吿表示,華潤置地(1109.HK)去年核心盈利升11.6%至241億元人民幣,符合該行預期,而未來數年新的租賃及地產項目落成,將可支持2021至23年的盈利前景,將其目標價由42.8港元上調至44港元,重申買入評級。

該行指,潤地指其豪華購物商場租賃的增長勢頭將可持續至今年,今年首2個月按年增長78%,預期至今年底集團擁有55家商場,到2025年將增至逾100個,有助支持租金收入持續增長,為反映物業投資業務的前景改善,將其2021年底每股資產淨值由53.5港元調高至55港元。

大和又指,潤地去年每股派息按年升17.4%,其股息自2011年開始持續增長,相信在強勁及持續增長的租金收入下,將有能力維持股息增長。

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