大行评级｜杰富瑞：下调太古地产目标价至12港元下调2024至26财年盈利预测

格隆汇资讯07-10

杰富瑞发表报告，在太古地产公布中期业绩前更新对其估值模型，预计在严峻的写字楼和零售市场中，租金收入疲软将带来下行风险。该行将其目标价由16港元下调至12港元，评级“持有”。该行指，太古地产管理层在2022年的10年投资计划中承诺每股股息以中单位数的幅度增长，资本支出应已见顶。不过，市场前景恶化和资产负债率上升，令人质疑每股股息增长承诺的可持续性。该行将2024至2026财年盈利预测下调11至20%...

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大行评级｜杰富瑞：下调太古地产目标价至12港元 下调2024至26财年盈利预测

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大行评级｜杰富瑞：下调太古地产目标价至12港元下调2024至26财年盈利预测