《大行》星展升信置(00083.HK)目標價至10.56元 投得屯門海珠路住宅地
星展發表研究報告指,信和置業(00083.HK)以10.9億元成功投得屯門住宅地皮,為自2023年12月以來首次補充土地儲備,該地皮毗鄰興建中的屯門南延線未來車站,具交通優勢,亦見到公司近期加快推售將日出康城11期「凱柏峰」及元朗柏瓏等新盤,預料仍有油塘通風樓項目、柏瓏三期及土瓜灣榮光街/崇安街等項目尚待推出。
星展指,截至2024年底信置淨現金有約459億元,認為其財務穩健,足以支持持續派息及進行土地收購。信置現價較該行預測每股資產淨值折讓51%,若扣除淨現金後折讓達68%。基於強勁財務狀況及多項催化劑,星展維持信置的「買入」評級,目標價由9.78元升至10.56元。
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