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【大行報告】瑞銀升希慎(0014-HK)盈測,續為收租股首選 @ 2012-08-08T04: Back Hot News
Keyword:希慎
Concept:希慎廣場上半年
希慎(00014)半年少賺3% 現升逾2%
︰06/08/2012 12:24 希慎:撇除希慎廣場上半年營業額升9%,下半年租賃物業表現平穩
報告指出,希慎中期核心純利按年增13%至7.48億元,較該行預期高5%,主要由於該行預計下半年才有收入貢獻的希慎廣場,上半年已有貢獻。希慎中期股息由15仙增至17仙,派息率由22%增至24%。
瑞信預期,希慎上半年淨租務收入料按年增長10%,除稅前盈利按年增加6%。市場焦點則在該公司旗下大型新項目希慎廣場將於本周五(8月10日)正式開幕,料今希慎提供盈利增長點。
供求方面,今年全年寫字樓落成量預計有140萬平方尺,低於過去10年每年約210萬平方尺的平均吸納量,大樓面寫字樓供應集中在新建的希慎廣場及干諾道中3號。然而,上半年寫字樓吸納量已達到110萬平方尺,已占全年落成量的78%。

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