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《大行報告》里昂輕微下調信置(00083.HK)目標價至12.1元 評級「買入」
阿思達克 02-18 09:28
里昂發表報告指,信和置業(00083.HK)於2022財年中期的盈利按年增長104%,主要受惠於物業銷售入賬增加,但部分被租賃業務EBIT下跌4%所抵銷。 里昂表示,雖然本港近期爆發第五波疫情,但集團中期派息仍增加7%至0.15元,高於該行預期的按年持平。而管理層強調其目標是派息有增長,該行相信此在充滿挑戰的環境中是非常正面的姿態,並得到已鎖定的地產銷售利潤及龐大淨現金支持。 里昂維持信置股份「買入」評級,目標價由12.2元輕微下調至12.1元,以反映今年度的派息預測提高至0.57元,及所需股息收益率料達4.72%。
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