《大行》匯研升信置(00083.HK)目標價至9.1元 維持「持有」評級 股息穩定
匯豐研究報告指,信和置業(00083.HK)6月底止全年度基礎溢利按年跌1%至51億元,相較該行預期錄52億元。全年度股息不變,但派息比率升至101%。管理層強調將聚焦穩定股息增長,截至今年6月底集團持有約495億元淨現金,相當於市值約58%,將可支持派息。
管理層同時積極進行資金管理,將部分港元轉換為美元以應對利率風險,該行認為應能緩解市場對利息收入下行趨勢的憂慮。該行指,如公司能動用雄厚現金儲備或提升股東回報來改善盈利能見度,或會轉向更積極看法;維持「持有」評級,目標價由8.6元升至9.1元。
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