《大行報告》高盛輕微下調信置(00083.HK)目標價至10.4元 評級「沽售」
高盛發表研報指,信置(00083.HK)與招商局置地(00978.HK)組成的財團富利恆,以23.88億元投得市建局土瓜灣榮光街/崇安街發展項目,預料可提供總樓面面積最多為25,884平方米。合作發展協議訂明項目內的商業部分在落成後由市建局及財團共同持有和管理,市建局將擁有當中30%的權益。
高盛相應將信置2024至2025財年每股盈利預測下調0.9%及1.3%,並維持2023至2025財年每股派息預測為0.57元不變,平均派息比率為96%,基於每股資產淨值預測的調整,將目標價由10.5元輕微下調至10.4元,同時維持「沽售」評級。
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