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《大行》里昂:考慮到股息及潛在集資風險 地產股傾向信置(00083.HK)
里昂發表報告指,香港地產股在6月份表現強勁,主要受惠於香港銀行同業拆息顯著回落;市場對一些新推盤反應熱烈;及零售及寫字樓市場均出現一些利好消息。 由於恆指年初至今的表現較佳,該行明白投資者對地產公司的資產價值轉趨樂觀。然而,該行繼續強調派息的重要性,而信和置業(00083.HK)、恆地(00012.HK)、嘉里建設(00683.HK)、太古地產(01972.HK)及置地公司是過去五年維持或增加派息的公司。考慮到任何潛在集資的風險,更傾向信和置業,維持對其「跑贏行業」評級及目標價10.74元。
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