智通财经APP获悉，高盛发布研报称，信和置业(00083)2026上半财年业绩符合预期，基础溢利同比大致持平于22亿港元，主要受到美元存款因汇兑亏损所拖累。计及联营公司与合营企业贡献后，集团除税前盈利同比增长17%至24亿港元，主要受发展物业入账增加的带动。基于最新业绩表现，高盛将信置2026至2028财年每股盈利预测分别上调8%、1%及1%，目标价由14.6港元上调至15.2港元，重申“买入”评级。
期内发展物业利润率维持于7.2%的低位，反映早年购入的地皮成本较高。管理层对市场前景看法趋向正面，表示自2025年底以来香港楼市气氛改善，支持新盘逐步提价，上半财年集团录得64亿港元合约销售，至今再录15亿港元，尚有61亿港元未入账，未来数月将推出两个新盘。高盛预期信置发展物业利润率将由2026财年的10%逐步改善至2028财年的21%，商场租户销售亦将回升，写字楼方面续租租金负增长可能持续，但见到共享工作空间及中小企需求等领域存在机会。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.