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《大行》瑞銀升遠東宏信(03360.HK)目標價至8.8元 評級「買入」
阿思達克 08-05 09:44
瑞銀發表報告指,遠東宏信(03360.HK)上半年盈利符預期,淨利潤達到21.64億元人民幣,按年增長4%,與管理層此前「2025年盈利大致穩定」的指引相符。儘管受到工業業務的顯著拖累,營運利潤按年下降13%,但核心融資租賃業務表現出復甦跡象。 在股息政策方面,公司宣布中期每股股息為0.25港元,與去年同期持平。管理層承諾維持漸進式股息政策,預計2025財年全年每股股息將保持在0.55港元,與2024財年一致。另外,由於股本擴張及子公司HCD盈利貢獻減弱的影響,該行將2025至2027年的每股盈利預測下調12%至15%。然而,受惠於市場環境的改善,目標價從7.4港元上調至8.8港元。評級「買入」。
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