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《大行報告》花旗下調越秀房託(00405.HK)目標價至1.1元 料今年派息大致持平
阿思達克 03-08 14:16
花旗發表報告指,越秀房託(00405.HK)去年派息按年減少26%,寫字樓表現疲弱,財務成本增加,不過估計今年派息大致持平,資金成本已見頂。 報告指,受惠利率下調,利息開支有望減少,估計今年利息開支減少6,000萬元人民幣,隨著人民幣升值及非核心資產資金回籠,負債比率亦有望下跌。零售物業及酒店表現強勁,將會抵銷寫字樓疲弱的影響,估計今年非寫字樓收入增長5%,酒店平均房租高於同業水平,餐飲消費提升,零售物業人流及銷售額錄得增長,維持其「中性」評級,目標價由1.2元下調至1.1元。(cy/k) ~
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