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《大行報告》星展降希慎(00014.HK)目標價至17.7元 評級「買入」
阿思達克 01-26 15:13
星展發表研究報告指,希慎(00014.HK)是銅鑼灣最大的商業物業業主,集團旗下物業升級改造工程初見成效,商舖租金回升勢頭向好,零售物業組合翻新工程已接近完成,預期翻新後區域帶來租金貢獻,加上有利的零售續租租金增長,可支持租金收入回升。 該行指,雖然投資者對股息可能降低的擔憂,或對股價構成潛在壓力的一個懸念,但相信希慎目前較低的估值水平可為股價提供支撐,給予「買入」評級,目標價由22.8元下調至17.7元。
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