《大行》里昂:恒地(00012.HK)削减每股派息属一次性事件 上调目标价至30.6元

阿斯达克财经
Yesterday

里昂报告指,恒地(00012.HK) 去年基本盈利及每股派息分别较市场共识预测低21%及26%,主要因缺乏可观资产出售收益,而管理层对宏观环境持谨慎态度。但随着本港楼价回升、内地物业组合出租率趋稳,以及资产出售基数偏低,是次超预期的跌幅很可能标志着盈利已见底,该行认为此次削减每股派息属一次性事件。该行预期股息未达预期将对股价造成短期压力,但随着本港楼市进入正常化周期,估值焦点将转向资产净值。该行...

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