美银证券发表报告指出，粤投(00270.HK) 拟实物分派粤海置地(00124.HK) 作特别息，实际上是处置其房地产开发子公司。该行预期是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。
该行将粤投2025及2026财年的盈利预测上调21%与11%，目标价由5.2元上调至6.2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，另该行称粤投预测2025财年股息率达8.4%具吸引力。(jl/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-10 12:25。)
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