《大行報告》花旗上調信置(00083.HK)目標價至9.9元 評級「沽售」
花旗發表報告指,信置(00083.HK)全年度核心淨利潤按年跌37%至65.3億元,略優於該行預測的60.2億元,主要因香港發展物業入賬較高(觀塘凱匯),淨租金收入按年跌3%至31.2億元,符合該行預期。全年度每股共派息0.57元,按年增2仙或4%。
該行表示,預計公司餘下在港項目能帶動22%的平均毛利率,或會拖累公司未來盈利前景,自2016年起,公司一直擁有逾200億元淨現金,管理層預料會用於潛在項目併購,惟沒有提及資本回報計劃。
花旗將信置目標價由8.7元上調至9.9元,維持其評級為「沽售」。
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