《大行報告》花旗:深圳國際(00152.HK)股息率吸引料下行空間有限 維持「買入」評級
花旗發表研究報告,指深圳國際(00152.HK)股價自今年高位累跌約40%,料主因基本面乏力及派息較過去多年為少。近期集團宣布出售深圳市深國際聯合置地35.7%股權予萬科(02202.HK),涉現金約34億港元,該行認為可紓緩旗下深圳航空虧損帶來的盈利拖累,以及期內未有徵地賠償及其他政府補貼,雖然金額略有折讓。隨著來自物業的回報增速為盈利帶來穩定性,花旗料深國下行空間有限,潛在派息率處於過去五年7%至8%範圍的高端,倘股價走弱或吸引收息投資者。維持予「買入」評級。
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