《大行報告》匯豐研究上調新地(00016.HK)目標價至135.9元 評級「買入」
匯豐研究發表研究報告指出,新地(00016.HK)2021財年上半年業績表現強勁,核心盈利按年增長30%至175億元,主要是受惠於期內在香港完成更多項目。該行認為,其業績表現理應令投資者確信新地能在疫情的影響下,繼續實現增長,並減輕對其股息不確定性的憂慮。公司宣布中期每股股息維持在1.25元不變。
新地整體租金收入已回復至正增長,主要是受惠於中國內地物業組合的強勁增長。2021財年上半年的淨租金收入按半年增長6.7%至95億元,扭轉2020財年下半年的8%跌幅。
該行相信,新地在香港房屋市場上處於強勢地位,由於其擁有龐大而多元化的土地儲備,理應可以受惠於樓市復甦及迎來良好的盈利復甦勢頭。維持「買入」投資評級。目標價由原來的129元上調至135.9元。另外,將其2021至2023財年盈利預測上調1至2%,以反映其投資物業組合的租金增加預測。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
![](/hk/assets/image/code.84ab0b.png)
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.