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《大行報告》匯豐研究下調信置(00083.HK)目標價至12元 評級「買入」
阿思達克 02-18 11:56
匯豐研究發表報告,指出如果信置(00083.HK)補充土地儲備的步伐加快,其中期盈利可見度可能會進一步增強。該行維持信置「買入」評級,目標價由12.1元下調至12元。 匯豐研究表示,雖然最近爆發的變種病毒Omicron可能會影響信置租金收入和項目推出的時間,但認爲信置是該地產行業中最具價值和防禦性的股票之一,其股息率爲5.6%,具吸引力,每股淨現金爲4.1元。 匯豐研究指,監於社交距離措施,預計信置的租金錶現將面臨壓力,但從過去兩年的經驗,一旦疫情被遏制,租金錶現應該會迅速恢復。匯豐研究將信置2022至2024年的核心盈利預測下調4.6%至上調1.8%,以反映銷售和租金收入預測調整。
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