高盛发表研究报告指，新鸿基地产今年6月底止下半财年每股基础盈利3.93港元，按半年增长9%，按年则降11%，并较高盛预期低7%。收入比高盛预期低出24%，主要因物业发展(DP)入账及其他非物业业务低于预期。物业发展收入较该行预测低出39%，因香港及内地市场入账低于预期。 考虑新地下半财年业绩、管理层指引及最新入账计划后，高盛将新地2026至2028财年每股基础盈利预测，分别下调14%、12%及2%，股息预测下调4%、下调3%及上调3%。该行预计未来三年平均派息比率约49%，相较过去五年平均约52%，管理层重申股息派发比率上限为50%。高盛将12个月目标价下调8%，从104港元下调至96港元，维持“买入”评级，因认为新地将持续受益于香港物业市场周期逐步转势等。
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