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大行評級|傑富瑞:上調太古地產目標價至14港元 上半年業績大致符預期
格隆匯 08-09 10:47
傑富瑞發表研究報吿指,太古地產上半年基本盈利按年跌8%,大致符合預期;每股派息按年增3%,與該行預測一致。而由於寫字樓市場困難、營業額提成租金下跌及人民幣匯率轉弱,投資收益率按年下跌6%,但內地成都項目增長貢獻抵銷了部分跌幅。該行表示,回購對股東而言具有增值作用,令市場驚喜。儘管該行看好太古的執行力及對股東回報的承諾,但由於集團在香港寫字樓及內地零售這兩個主要業務範疇的前景充滿挑戰,予“持有”評級,目標價由12港元上調至14港元。
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