建银国际表示,希慎(00014.HK) 管理层对维持稳定派息及恢复股东利益持审慎乐观态度。该行相信公司189亿元未提取承诺贷款及现金将提供足够流动性,以进行每年10亿至20亿元资本开支及派息。管理层亦表示对财务状况感到安心,因预留空间作更高杠杆。
该行上调对公司今明两年盈利预测7.7%至9.5%,以反应再活化策略产生的更高收入。该行认为,希慎目前股价为预测市账率0.19倍,并具吸引的8.6%股息率,上调对希慎目标价,由13元上调至14元,反映资产净值折让下降,评级维持“跑赢大市”。(fc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-20 12:25。)
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