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《大行報告》美銀證券升信置(00083.HK)評級至「買入」 目標價上調至12.5元
阿思達克 01-17 10:05
美銀證券發表報告,上調信和置業(00083.HK)投資評級,由「中性」升至「買入」,因為公司可售資源增向中檔市場,今年新推項目的表現可能會好過行業平均水平,加上無在供應過剩的地區啟德存在住宅項目上風險,和是少數提供短期每股派息增長的發展商之一,並且利率上升對公司純利影響為中性,以及不投標市建局的觀塘市中心重建項目,避免了潛在的資本風險。 美銀證券將目標價由10元上調至12.5元,由於較高的利息收入和較快的庫存銷售假設,將信置2023至2025財年的每股盈測提高2%至9%。 由於供應高企及美國衰退拖累,美銀證券料2023年本港樓價或調整4%至8%,第四季或有潛在復甦。
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