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《大行報告》里昂微降希慎(00014.HK)目標價至34.8元 評級「買入」
阿思達克 02-20 10:15
里昂發表報告指,希慎(00014.HK)2022財年的盈利比該行預測低10%,惟這是由於營運成本上升。該行認為,這應該會在今年正常化,又預計訪港旅客人數將從現時相當於疫情前50%,至今年底恢復到介乎疫情前70%至80%。 該行表示,集團作為銅鑼灣地區最大的經營零售租賃業務的收租股之一,其將會是主要的受惠者。該行看好其估值不高,又認為其未來12個月進行股權融資的可能性很低。由於輕微下調2023財年每股派息預測,將其目標價由35元微降至34.8元,但維持「買入」評級。
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