大行評級|建銀國際:上調希慎興業目標價至14港元 流動性充足保障派息
建銀國際表示,希慎興業管理層對維持穩定派息及恢復股東利益持審慎樂觀態度。該行相信公司189億港元未提取承諾貸款及現金將提供足夠流動性,以進行每年10億至20億港元資本開支及派息。管理層亦表示對財務狀況感到安心,因預留空間作更高槓杆。該行上調對公司今明兩年盈利預測7.7%至9.5%,以反應再活化策略產生的更高收入。
該行認爲,希慎目前股價爲預測市賬率0.19倍,並具吸引的8.6%股息率,上調對希慎目標價,由13港元上調至14港元,反映資產淨值折讓下降,維持“跑贏大市”評級。
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