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《大行》美銀證券上調恆隆地產(00101.HK)評級至「買入」 目標價升至9.6元
阿思達克 07-31 10:28
美銀證券發表報告,將恆隆地產(00101.HK)評級由「中性」升至「買入」,並將目標價由7.9元調高22%至9.6元。 該行稱,注意到內地租戶銷售於6月至7月連續改善,並預計隨着比較基數走低,下半年租戶銷售將有低單位數增長。催化因素包括旗艦店上海恆隆廣場開幕;及短期資產出售,包括無錫的服務式公寓及香港東半山司徒拔道御(峯),以加快去槓桿化進程。 該行提到,恆隆地產管理層強調,會非常注意股本集資帶來的攤薄影響,因此短期內發行可換股債券的可能性不大。股息率爲6.5%,高於行業平均的5%。該行將2025至2027財政年度每股盈測調整,由降2%至升1%不等。
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