《大行報告》高盛下調信置(00083.HK)目標價至10.3元 評級「沽售」
高盛發表研究報告指出,信置(00083.HK)於2023財年下半年每股基本盈利40仙,低過該行預期的43仙,主要由於開發物業盈利遜預期。每股末期息43仙,按年增長1仙,2023財年共派息58仙,按年增長2%,較該行預期高出2%。
此外,該行指信置2023財年收入按年跌24%,主要由於開發物業銷售下降。期內基礎溢利跌7%,主要因為淨利息收入增加約10億元,且合營錄得更好的盈利貢獻。淨負債率為負26%,按年持平,淨現金420億元,按年增長約4.33億元。截至昨日(29日)公司淨現金與市值比率目前約為57%。
該行將信置2024及2025財年每股盈利預測下調26%及8%至60仙及83仙,2026財年預測為71仙;對公司2024及2025財年股息預測由57仙升至58仙,至2026財年持平。維持對公司「沽售」評級,目標價由10.5元下調至10.3元。
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