信和置业重申“买入”评级，目标价升至15.2港元

高盛03-04

一、业绩表现与评级调整高盛发布研报指出，信和置业(00083)2026上半财年业绩符合预期，基础溢利大致持平于22亿港元，主要受到美元存款因汇兑亏损的拖累。然而，计及联营公司与合营企业的贡献后，集团除税前盈利同比增长17%至24亿港元，主要得益于发展物业入账增加的推动。基于最新的业绩表现，高盛上调了信和置业2026至2028财年的每股盈利预测，并将目标价从14.6港元提升至15.2港元，同时重申“...

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