里昂发表报告指，恒隆地产(00101.HK) 2024财年收益低于该行预期，主要原因是发展物业的减值。然而，其全年股息减少33%，与其中期股息和该行预测一致。
该行预计，由于内地奢侈品销售下降和香港租赁市场具挑战，2025年将持续面临收益压力。管理层计划保持其绝对每股股息，这得益于新物业的推出以及预期发展物业的干扰减少。该行下调对公司2025年和2026年的收益预测分别12.5%和19.8%，以反映较慢的物业销售和较低的利润率。该行维持恒隆地产“持有”评级，将目标价从5.5元降至5.4元。(vc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-24 16:25。)
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