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《大行報告》大摩下調嘉里建設(00683.HK)目標價至25元 評級「增持」
摩根士丹利發表報告指出,對嘉里建設(00683.HK)今年每股盈利預測大致保持不變,但降明年每股盈測6%,以反映發展物業入賬及租金收入下降,部分被利息資本化增加所抵銷。 該行對嘉里建設基本情況下的目標價由28元下調至25元,主要由於公司淨債務增加,上市聯營嘉里物流(00636.HK)最新市值及下調租金預測。牛市及熊市情況下的目標價分別為37及13元。預期今年公司派息持平,達1.35元,原預期為按年增長4%至1.4元。評級「增持」
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