《大行報告》里昂升信置(00083.HK)評級至「買入」 目標價下調至12.2元
里昂發表報告表示,信置(00083.HK)截至今年6月保持390億元的強勁淨現金水平,相當於其市值的54%。而房地產銷售已步入正軌,相信其180億元的未入帳合同銷售額和新項目的良好銷售反應在很大程度上保證了2022至2024財年的房地產銷售利潤。
該行又指,考慮到穩定的租金收入,認為公司可維持穩定派息率。該行將其2023財年的盈利預測提高25.9%,以反映高於預期的房地產價格和竣工時間表的變化。惟基於更高的10年期美國國債收益率等因素,目標價由13.44元下調至12.2元;評級則由「跑贏大市」升至「買入」,相信股價調整後帶來更多上升空間。
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