大行評級 | 大摩:維持信置(0083.HK)大市同步評級 目標價10港元
格隆匯2月18日丨信置(0083.HK)去年底止中期純利爲42.26億港元,按年升2.28倍,派中期息15港仙。摩根士丹利發表研報指,信置派息有驚喜,但由於出租率保持低位,租金收入低於預期,預期集團下半財年走勢趨弱,維持“大市同步”評級和10港元的目標價。
大摩下調信置2022至2024財年的每股盈利預測13%-15%,以反映較低的租金、酒店和淨財政收入,維持對香港樓市前景謹慎看法。
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