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高盛:維持信和置業(0083.HK)沽售評級 目標價調高至13.4港元

高盛發表研究報吿,將信和置業(0083.HK)目標價由12.1港元調高至13.4港元,維持“沽售”評級。

信置2022上半財年每股盈利0.58港元,高於該行預期的0.34港元,主要由於發展物業入帳較預期快。集團派中期息每股0.15港元,去年同期為0.14港元,而該行預期為0.14港元;是次為2019上半財年以來首次增加中期息。該行引述集團管理層稱,期望提高全年派息。

計及2022上半財年盈利表現,以及管理層在電話會議中的説法,該行上調對其2022、2023及2024財年每股盈利預測4%、7%及11%,以反映發展物業完成的時間表較預期快;2022、2023及2024財年每股派息預測亦上調4%、7%及11%。另外,上調遠期資產淨值16%。基於資產淨值及每股派息預測的調整,上調其目標價;維持“沽售”評級因上行空間低於行業平均水平。 

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