《大行》交银国际: 恒地(00012.HK)中长期仍存不确定性 维持“中性”评级 目标价升至25.9元

阿斯达克财经
Aug 25, 2025

交银国际研究报告指出,恒基地产(00012.HK) 今年上半年业绩符合预期,收入按年下跌 18.8%至95.5亿元,核心净利润按年下降44.4%至30.5亿元,净利润减少主要由于毛利率下跌,以及2024上半年政府收回土地的一次性补偿得约10.6亿元的收益。半年每股派息维持0.5元。交银国际相信公司核心业务短期风险有所下降,但中长期仍存在不确定性,对恒基维持“中性”评级,按55%(前为 60%)的...

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