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領匯(823)去年收益升10%至71.5億可分派收入按年升14% @ 2014-06-04T15: Back Hot News
Keyword:領匯
Concept:分派收入 , 領匯全年
領匯(00823.HK)公布截至今年3月底止全年業績,期內收益及物業收入淨額按年分別增長10%及12.7%,至71.55億元及52.02億元。可分派收入總額為升14.4%至38.3億元;全年每基金單位分派按年增13.2%至165.74仙(包括中期分派80.22仙及末期分派85.52仙)。
該行預計,領匯今年度物業收入淨額按年升10%,至50﹒76億元,可分派收入按年升
瑞信預料每單位可分派增長11%至1.63元,指領匯停車場收入強勁,加上控制成本,以及員工數目減少,帶動下半年度淨物業收入改善。
領匯(00823)中午收市後公布全年可分派收入總額38.3億元,增14.4%,屬市場預期上限,午後股價變化不大,最新報42.15元,跌0.1元。
大和預期,領匯未來每年總租金收入將減少0.8%,但通過回購基金單位,提升每基金單位價值,就可以抵銷影響租金收入減少帶來的影響。瑞銀估計,若領匯將所有款項用作回購基金單位,會令每基金單位派息提升0.79%。領匯將於6月4日派發截至3月底全年業績,市場預期每基金單位將派發1.637元,較去年全年派息1.4646元增長11.8%。由於領匯派息理想,資金往往在業績公布前流入,令基金價格炒上。
該行估計,領匯今年度的每基金單位分派有低雙位數增長,而淨物業收入毛利率將繼續擴闊

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