《大行報告》匯豐研究下調新地(00016.HK)目標價至120.6元 評級「買入」
匯豐研究發表研究報告指出,新地(00016.HK)於2022財年上半年的基礎溢利148億元,按年跌15%,主要是受到項目入賬時間影響,中期派息維持在每股1.25元不變。管理層預期,變異病毒株Omicron短期內會為業務營運帶來一些挑戰,尤其是購物中心業務。
不過,該行相信政府的消費券及放寬按揭貸款樓價上限等刺激政策,可為新地的地產業務帶來緩衝。而公司在中國的租賃組合快速增長,有助抵銷本港租賃業務的疲弱。
匯豐研究將新地2022至2024財年的盈利預測,分別下調5.7%至10.1%,維持對其「買入」評級,目標價由135.3元下調至120.6元。
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