智通财经APP获悉，美银证券发布研究报告称，将粤海投资(00270)2025及2026财年的盈利预测上调21%与11%，目标价由5.2港元上调至6.2港元，重申“买入”评级，估计于处置粤海置地后，公司2025财年的每股盈利及每股派息将增长39%，且随着减值风险的消除，将有更多的重评机会，另称预测2025财年股息率达8.4%具吸引力。
该行指出，粤海投资拟实物分派粤海置地(00124)作特别息，实际上是处置其房地产开发子公司。该行预期此次交易有望提高集团的盈利及每股派息预测，主要受惠于减少财务成本和减值损失;增加盈利可见度;公司业务更为稳健，令其成为收益更为吸引的股票。
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