大摩发表报告,预料长实(01113.HK) 2025财政年度每股基本盈利将按年下降4%至3.77港元,市场预期则为3.78元,全年每股派息则将按年增长2%至1.77元,市场预期1.79元。不过,考虑到来自黄竹坑BLUE COAST项目利润率相对较低,料物业发展利润率可能进一步降至14%。该行期待听取管理层对香港物业市场的展望,以及英国铁路资产出售的最新进展。该行予长实“增持”评级,目标价47元。(...
Source Link大摩发表报告,预料长实(01113.HK) 2025财政年度每股基本盈利将按年下降4%至3.77港元,市场预期则为3.78元,全年每股派息则将按年增长2%至1.77元,市场预期1.79元。不过,考虑到来自黄竹坑BLUE COAST项目利润率相对较低,料物业发展利润率可能进一步降至14%。该行期待听取管理层对香港物业市场的展望,以及英国铁路资产出售的最新进展。该行予长实“增持”评级,目标价47元。(...
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