智通财经APP获悉，瑞银发布研报称，由于远东宏信(03360)股本扩张及子公司HCD盈利贡献减弱的影响，将2025至2027年的每股盈利预测下调12%至15%。 然而，受惠于市场环境的改善，目标价从7.4港元上调至8.8港元，评级“买入”。
报告指，远东宏信上半年盈利符预期，净利润达到21.64亿元人民币，同比增长4%，与管理层此前2025年盈利大致稳定的指引相符。 尽管受到工业业务的显著拖累，营运利润同比下降13%，但核心融资租赁业务表现出复苏迹象。
在股息政策方面，公司宣布中期每股股息为0.25港元，与去年同期持平。管理层承诺维持渐进式股息政策，预计2025财年全年每股股息将保持在0.55港元，与2024财年一致。
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