大摩:升希慎兴业(00014.HK)目标价至14.3港元 维持“减持”评级 对零售市场持谨慎态度

智通财经
Aug 26
【大摩:升希慎兴业(00014.HK)目标价至14.3港元 维持“减持”评级 对零售市场持谨慎态度】智通财经APP获悉,摩根士丹利发布研报称,将希慎兴业(00014.HK)2025至27年各年基本每股盈利预测分别上调1%、4%及7%,以反映2025年上半年业绩优于预期及利息成本降低等因素。维持2025至27年每股派息1港元预测,对比2024年为1.08港元,因预期现金盈利无法完全覆盖股息;目标价由12.5港元上调至14.3港元。该行对香港零售整体市场仍持谨慎态度,因消费模式转变、下半年预期出境旅游增加,以及失业率上升。维持减持评级,因仍在等待香港零售市场出现实质且可持续的复苏。

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