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《大行報告》美銀證券上調九龍倉置業(01997.HK)目標價至30元 資產淨值提升
阿思達克 03-08 14:18
美銀證券發表報告指,九龍倉置業(01997.HK)管理層在業績會議言論正面,預示租金收入似乎趨向穩定。該行認為,去槓桿化的努力及潛在降息因素,均有望推動公司在2024年的股息增長高於平均水平,將其目標價由29元上調至30元,維持「中性」評級,現價相當於今年每股資產淨值預測折讓57%,股息率5.3%,估值吸引,但並未及部分本地同業。 該行將九倉置業今明兩年核心盈利預測上調2%至3%,以反映零售租金收入較高,但派息預測大致維持不變。(js/cy) ~
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