大行评级丨美银：预期信和置业盈利复苏需时，重申“买入”评级

中金财经03-02

美银证券发表研报指，信和置业截至去年12月底止2026上半财年基础净利润按年微跌0.9%至22.2亿港元，较该行预期低6%，主要因联营公司贡献下降。该行预期信置盈利要到2027财年才有显著复苏，因集团仍有较高地价成本的土地项目入帐，但管理层现时对短期内增加派息持更开放态度，且不再强调以每股盈利增长为先决条件。　　该行继续视信和置业为首选发展商之一，因其盈利对楼价上升的敏感度高于同业，加上...

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