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《大行報告》美銀證券升恆地(00012.HK)評級至「買入」 目標價上調至27.5元
阿思達克 03-22 10:08
美銀證券發表研究報告指,恆地(00012.HK)2023年核心業務保持一致,除維持派息不變外,股息收益率亦略高於同業平均數。該行亦指,恆地是至今為止最積極的住宅項目賣家,並在非核心資產配置方面擁有良好記錄,令公司成為投資需求回升時成為最主要的受益者。 另外,美銀證券認為,恆地作為本港最大的農地擁有人,在未來預計將獲得約50億港元的收入,在收地步伐加快的情況下,確認約40億港元的稅前利潤,提升2024年至2026年每股盈利10%至15%。該行亦指,收回農地所帶來的任何現金利潤應該均被視為額外得益,將其目標價由24元上調至27.5元,評級由「中性」上調至「買入」。(js/cy) ~
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