《大行》高盛升九龙仓置业(01997.HK)评级至“中性” 派息比率上调推动重估

阿斯达克财经
Aug 13

高盛发表研究报告指出,九龙仓置业(01997.HK) 中期业绩反映管理层资本配置方针出现明显转变,派息比率由65%上调至90%,2026财年每股股息预测按年增43%至1.89元,相当于约5.8%股息收益率,与领展(00823.HK) 的6.4%相若,高于大部分同业。该行将九龙仓置业评级由“沽售”上调至“中性”,目标价由28元上调至36元,对应2026财年每股资产净值预测有约40%折让。高盛认为,...

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