《大行》摩通降恒地(00012.HK)目标价至35元吁趁低吸纳 公司目标今年盈利反弹

阿斯达克财经
13 hours ago

摩根大通发表研究报告指,恒地(00012.HK) 2025年基础盈利按年跌38%,市场对此应不会感到意外,而股息30%削减在某种程度上消除了不明朗因素。管理层于业绩会上表示,目标是在2026年稳定股息,加上盈利有望于2026年反弹28%,当中香港的发展物业利润率或至少恢复至中双位数(约13%至17%左右);该行认为只要宏观环境未有显著恶化,有关目标应可实现。基于集团自2018年起倾向维持稳定股息而...

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