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大行評級|大摩:下調新鴻基地產目標價至102港元 下調2025及26財年每股盈測
格隆匯 09-09 10:57

摩根士丹利發表研究報吿指,新鴻基地產2024財年每股股息跌幅達24%,雖然較於每股盈利下滑9%的降幅為大,但仍符合大摩及市場預期。由於該行預計新地盈利將於2025財年及之後有所改善,因此股價走勢將隨美國減息預期而出現變化。

大摩下調新地2025及2026財年的每股盈利預測各9%及22%,目標價由104港元下調至102港元,較其每股資產淨值折讓45%,維持“增持”評級。

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