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希慎上半年盈利倒退3% 基本盈利升13% @ 2012-08-06T14: Back Hot News
Keyword:希慎
Concept:希慎廣場上半年 , 基本溢利按年上升12
不過,由於恆地(00012)於上半年期內並無物業推售,該行預期恆地中期盈利將按年
香港電訊近期於6至6.5元區間上落,上周五收6.1元,提供預測今年每基金單位息率6.7厘,冠於亞洲同業。券商麥格理料香港電訊上半年盈利達7.89億元,較去年下半年6.29億元,升25%,料每股中期盈利達12.3仙(去年下半年為9.8仙)。
其中港口及零售業務,上半年盈利將分別增長8%及12%;而長建(01038-HK)已公布中期純利上升18%。 赫斯基能源方面,預計純利按年倒退,主因油價下降,且去年上半年基數高。地產業務則料純利持平,其中次季內地銷售有良好提升,抵銷首季的疲弱影響,淨負債率應穩定於23至24%。(I)
美銀美林表示,越秀房托每基金單位分派按年增長0.5%至11分人民幣,符預期。租金收入按半年增長2.5%,主要來自白馬大廈及白馬大廈。中期業績雖未有太大驚喜,惟近期重點是收購廣州國際金融中心,認為條件合理。交易完成後,將會調整分派預測。維持「買入」評級,目標價4.3元。 由於新的希慎廣場即將落成,美銀美林預料明年,將為希慎帶來更高的資本回報,因此將評級由「中性」上調至「買入」,目標價由35元上升至38元;料派息比率增至70%,2013年股息收益率3.8%,該行認為具吸引力。

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