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《大行報告》大華繼顯升九龍倉置業(01997.HK)評級至「買入」 目標價上調至31.2元
阿思達克 03-11 11:29
大華繼顯發表報告指,九龍倉置業(01997.HK)去年基本純利按年跌2.7%。全年每股派息下跌2.3%至1.28元。截至去年12月底,淨槓桿比率進一步下跌至18.6%。 展望未來,大華繼顯指,個人遊擴展及旅遊業的進一步復甦應可支持九龍倉置業的零售業務增長。另外,減債將在今年帶來全年成本節約效應。該行預計集團今年將實現基本純利按年增長,上調評級至「買入」,目標價由26.11元升至31.2元。 大華繼顯指,基於較保守的減息假設,將2024和2025年基本純利分別略為調低3%和4.2%,至分別68.21億和76.42億元。
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