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《大行報告》富瑞下調信置(00083.HK)目標價至9.3元 評級「持有」
阿思達克 08-30 10:54
富瑞發表報告指,信和置業(00083.HK)於2022/23財年的基礎盈利爲61億元,主要由於強勁的利息收益及稅務節省,抵銷了毛利率的壓力。而酒店及零售業務亦有所恢復,但寫字樓業務則繼續於疲弱的市場中掙扎。 該行認爲,在利率上升的情況下,信置的淨現金結餘應會繼續是個好兆頭,但因住宅市場購買力有限,預期長遠的催化劑亦相對有限。 富瑞下調信置股份目標價,由10元降至9.3元,評級維持「持有」,並輕微上調集團2023/24財年預測,反映利率收益提高。
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