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《大行》大摩升太古地產(01972.HK)目標價至20元 維持「與大市同步」評級
阿思達克 08-14 10:23
摩根士丹利發表研究報告指,將太古地產(01972.HK)2025至27財年的基本每股盈測分別上調11%、1%及2%,以反映最新的上半年業績、資本回收的近期進展、對商業地產租賃和出租率的最新預測,以及對發展物業合約銷售和預訂的最新預期。該行又將2025至27財年的全年股息預測上調0.2%,意味着期間的股息按年分別增長4.7%、4.5%及4.5%。 大摩表示,由於寫字樓供應過剩,加上需求下降,持續的負面影響令該行對香港寫字樓市場仍持審慎態度。不過,太古地產來自內地新商業地產的經常性收入基礎增長、資本回收措施及強健的資產負債表應可抵禦下行壓力。 該行指出,由於公司經營環境逐步改善,上調目標價11%,由18元升至20元,維持「與大市同步」評級。
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