瑞银:信和置业中期盈利及股息均符预期 料股价反应中性 予目标价14.3港元

新浪港股
Mar 03
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  瑞银发布研报称,信和置业(00083)截至去年12月底止2026上半财年核心盈利同比下跌1%至22亿港元,维持中期股息每股0.15港元,派息比率达62%,均符合该行预期。该行预期股价对业绩反应中性,现予目标价14.3港元及“买入”评级。

  集团净现金水平由2025年6月的495亿港元进一步增至514亿港元。不过,受利率下降影响,净利息收入同比下跌14%至9.83亿港元。管理层对房地产市场复苏保持审慎乐观态度,资本配置优先次序继续专注于补充土地储备及发掘新投资机会(如学生宿舍)。同时,集团表示正审视股份回购及以股代息选项安排,但未有具体时间表。

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