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《大行報告》里昂下調信置(00083.HK)目標價至12.1元 評級「買入」
阿思達克 02-23 10:29
里昂發表報告指,信置(00083.HK)中期每股派息15仙按年持平,低於該行預期,管理層解釋指,是由於集團重新將股息與基礎利潤掛鉤,而期內基礎利潤按年下降36%。儘管該行下調集團2023財年的每股派息增長預測,但認為隨著中國重新開放,將有利於其在香港的物業銷售和租賃業務,從而有利於2024財年的盈利和股息增長。 該行表示,注意到信置的豪華住宅項目銷售強勁回升,相信其淨現金狀況在加息環境下具有良好的價值。將其目標價由13.4元下調至12.1元,但鑑於具有吸引力的風險回報,維持「買入」評級。
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