《大行報告》花旗下調長實地產(01113.HK)目標價至47.1元 降恆隆地產(00101.HK)目標價至14.3元
花旗發表報告指,長實地產(01113.HK)擁有多元化經常性收入,2023至2025財年每股股息可望穩步上升。雖然該行對香港住宅及寫字樓市場在長期高息口環境下持負面看法,但相信集團多元化的經常性收入組合及穩健的資產負債表,應能帶動股價表現。同時預計,在中期業績公布後,集團可能會恢復股份回購,將成為短期催化劑,目標價則由49元降至47.1元。
另外,花旗指, 恆隆地產(00101.HK)基本面穩健,但投資者主要關注人民幣和消費前景。該行預計,隨著內地濟復甦,恆隆地產下半年將繼續實現穩健的業績,但股價上漲可能取決於上述兩個因素。該行指集團估值低企,維持「買入」評級,目標價則由16.3元降至14.3元。
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