智通财经APP获悉，美银证券发布研报称，维持对新鸿基地产(00016)的“中性”评级，因其2025财年业绩略逊于预期。虽然公司正受惠于香港住宅市场触底反弹的情况，但物业发展利润率较低，或令短期内每股盈利及股息持平。相较同业4%的收益率水平，该行认为新地收益率进一步压缩空间有限。该行将新地目标价由94港元微升至95港元，并因应物业销售入账时间调整，将其2026至27财年的每股盈利预测下调1%至4%; 除非香港楼价在短期内出现显著增长，否则料2026至27财年每股盈利将相对持平。
智通财经APP获悉，美银证券发布研报称，维持对新鸿基地产(00016)的“中性”评级，因其2025财年业绩略逊于预期。虽然公司正受惠于香港住宅市场触底反弹的情况，但物业发展利润率较低，或令短期内每股盈利及股息持平。相较同业4%的收益率水平，该行认为新地收益率进一步压缩空间有限。该行将新地目标价由94港元微升至95港元，并因应物业销售入账时间调整，将其2026至27财年的每股盈利预测下调1%至4%; 除非香港楼价在短期内出现显著增长，否则料2026至27财年每股盈利将相对持平。
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