《大行报告》汇丰研究上调希慎(00014.HK)目标价至37元 评级「买入」
汇丰环球研究发表报告指,希慎(00014.HK)管理层提供了今年首季的业务经营更新,旗下铜锣湾商场首季的租户销售录30%的按年增长,优於市场的增长7%,并扭转了去年下跌超过20%的局面,复苏趋势大致符合该行预期。
该行表示,虽然租户销售或需更多时间回复至疫情前的高峰水平,但预期集团销售租赁业务已见底,今年表现会有改善,盈利料可见逐步提升。
汇丰研究上调希慎股份目标价,由36.3元升至37元,评级维持「买入」,不过今年至2023年核心盈利预测下调1.4%至1.6%,以反映集团收购加路连山道商业地令净利息开支增加。
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