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《大行報告》匯豐研究下調信置(00083.HK)目標價至11.6元 評級「持有」
阿思達克 08-26 14:56
匯豐環球研究發表報告指,信和置業(00083.HK)於2022財年的基礎盈利按年下跌37%至65億元,表現略低過該行及市場預期的67億元至70億元,主要由於竣工項目減少。 該行表示,正面而言,集團全年度派息按年增長4%至0.57元;即使面對第五波疫情,其酒店業務的盈利能力在下半財年亦有持續改善。 匯豐研究下調信置股份目標價,由11.8元降至11.6元,評級維持「持有」,並調低集團2023及2024財年核心盈利預測分別7.8%及4.4%,反映銷售假設調整及利息收益下降。
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