汇丰环球研究发表报告指，考虑到信和置业(00083.HK) 利息收入预测及物业销售利润率预测被下调，该行下调对其2025至27财年盈利预测介乎6.1%至16.6%，并将目标价下调22%，从原先10.9元降至8.5元，评级从“买入”降至“持有”。
该行认为信置是具质素防守类股份，在房地产销售中展现良好执行能力及充足财务资源，2024年年底净现金增至459亿港元，这足以让其抵御全球贸易风险。但由于利息收入料降，该行料市场对下调对信置盈测。即使预测2025财年股息率料达7.3%具吸引力水平，但该行料其股价上行空间受限。
该行认为如果信置能够利用强劲的现金储备扩大土地储备，将增加中期增长可见度，其股价可能会反应积极。该行指据其最新项目推售部署，估算其住宅土储已少于三年。 (hc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-27 16:25。)
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