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《大行報告》匯豐研究下調粵投(00270.HK)目標價至12.9元 評級「持有」
阿思達克 04-29 10:16
匯豐研究發表報告指,粵海投資(00270.HK)首季度純利錄13.71億元,按年增長39%,該行估算核心盈利亦按年增長20%至13.25億元,符合預期,相信主要受供水業務及物業銷售所帶動,同時百貨營運業務及酒店經營管理,以及高速公路等周期性業務亦見復甦。

該行表示,疫情影響仍存在,預期非公用業務特別是香港的酒店及物業租賃等需要更長時間回復正常水平,對新的供水廠初期虧損及長遠盈利能力表示關注。

匯豐研究指,粵海投資估值合理且風險因素已計入其中,對其維持「持有」評級,以目標股息收益率由4%上調至4.65%為估值基礎,目標價相應由15元下調至12.9元。

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