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焦點財經 05/9/2024 港股連跌四日 新地年度少賺20% @ 2024-09-06T Back Hot News
Keyword:新地 派息
Concept:新地全年基礎溢利跌
綜合7間券商料新地截至今年6月底止全年度每股股息介乎3.7元至4元,較上財年每股股息4.95元,按年下跌19.2%至25.3%,中位數3.8元人民幣按年跌23.2%。投資者將關注新地全年度派息及派息政策變動的指引、未來推售的物業發展項目計劃、對本港住宅市場定價策略及利潤指引、並對高鐵西九龍總站計劃及上海徐家匯ITC計劃的租賃進度及策略。
截至6月底止,新地全年純利逾190億元,按年跌20%,基礎溢利按年跌9%,收入按年微升至715億元,每股派息2.8元,連同中期息,全年派3.75元,按年減少24%。
新地基礎溢利跌9% 全年派息減24%
新鴻基地產 (00016)公布,至6月底年度基礎溢利按年跌9%至217.39億元,相當於每股基礎溢利7.5元。新地宣布,削派末期息24%至每股2.8元。新地全年每股派息3.75元,按年減少24%。
銀河國際證券中國和香港研究主管鄭懷武表示,新地全年業務表現雖然比預期稍低,但是他們仍然「收貨」。他認為新地提出減少建築資本開支屬合理舉措:「若該集團以香港為主要市場,手上又有數千個住宅單位存貨待推出,現時要再增建樓宇意義不大,所以在較早前其掃管笏聯同興勝創建(0896)合資項目出現若干調整。」他續稱,即使最近傳出9月份減息,但是始終中外經濟形勢未明,減少資本開支、建築開支屬審慎的做法。現時新地負債比率約18%,並且將派息比率由60%降至50%,做法雖然保守,但認為這有助新地渡過市場低潮。
新地全年基礎溢利按年跌9%至217億 末期息2.8元 全年派息少24%

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