大行评级｜大摩：新鸿基地产派息符合预期予其目标价102.3港元及“增持”评级

格隆汇09-05

摩根士丹利发表研究报告指，新鸿基地产全年每股盈利持平，派息符合预期，派息率维持50%水平，意味股息率达4.1%。公司管理层目前不考虑回购股份或设立C-REIT。业务方面，香港本地物业发展全年合约销售额达423亿港元，而去年同期为256亿港元；物业发展利润率下降至12%，低于去年同期的26%。该行预计新地2026财年将录得超过300亿港元的未入账销售，利润率水平相近。虽然续租租金录得负增长，但公司...

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大行评级｜大摩：新鸿基地产派息符合预期 予其目标价102.3港元及“增持”评级

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大行评级｜大摩：新鸿基地产派息符合预期予其目标价102.3港元及“增持”评级