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大行評級|美銀:下調恒隆地產目標價至6.2港元 重申“中性”評級
格隆匯 08-01 15:58
美銀證券發表報吿表示,恒隆地產今年上半年業績不如預期,重申對公司“中性”評級,將目標價由7.5港元降至6.2港元,相當於每股資產值折讓73%。該行下調對恒隆地產2024年至2026年的每股盈利預測2%至9%,各至0.843港元、0.792港元及0.802港元,料近期股價會受租金收入前景不明而波動,惟視該股估值不高,認為恒隆地產的盈利增長直到2026財年才會恢復。美銀證券稱,恒隆地產管理層承認高檔零售在內地的不利因素會因外遊在第三季持續,第四季或可改善。
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