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《大行報告》裏昂降希慎(00014.HK)目標價至25.2元 評級「跑贏大市」
阿思達克 02-28 12:04
裏昂發表報告指,希慎(00014.HK)去年基礎盈利按年下跌2.8%至23.3億元,主要受累於寫字樓及住宅業務的跌幅擴大。至於零售業務則受惠本地消費復甦而錄得輕微增長。 該行表示,雖然本港第五波疫情將衝擊業務,地緣政治衝突亦引起擔憂,但相信希慎有能力在未來數年維持穩定派息。 裏昂將希慎今明兩年盈利預測分別下調5.2%及6.5%,以反映較高的營運費用,並將其所需收益率差距擴大1個百分點至4%,主要基於宏觀不明朗性上升。該行又維持希慎股份「跑贏大市」評級,目標價由33元下調至25.2元。
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