《大行報告》匯豐研究上調希慎(00014.HK)目標價至24.1元 評級「持有」
匯豐環球研究發表報告指,希慎興業(00014.HK)上半年業績表現優於預期,即使受到第五波疫情影響,其持續基礎盈利只按年溫和下跌0.7%。雖然續租租金仍錄得下跌,但集團旗下香港商場租戶的銷售已回復至疫情前水平,不過寫字樓租賃表現則仍是對集團的主要拖累。該行預期,集團今年整體盈利將錄得下跌,並於明年重新錄得正增長。
匯豐研究上調希慎股份目標價,由23元升至24.1元,評級維持「持有」,並調整集團今年至2024年核心盈利預測,由降1%至升4.3%不等,反映租賃收入及物業銷售假設提高,但部分被財務成本增加抵銷。
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