摩根士丹利发表研究报告指，希慎(00014.HK) 去年基本溢利升11%至15.38亿元，高过该行预期7%，主要因为写字楼收入胜预期。该行指，全年每股派息持平于1.08元，即股息率9.1%，符合预期。而2024年的现金分红为11亿元，仍不足以覆盖估算的现金收益8亿元。考虑前景依然充满挑战，该行维持对希慎“减持”评级，目标价13元。
报告提及，希慎零售租赁收入在去年下半年按年升9%，主要受惠于利园一期的资产提升工程完成以及希慎广场地库，去年录得正面的续租租金。至于写字楼方面，下半年收入按年升5%，出租率按半年升1个百分点至90%。公司的净负债与股东权益的比率上升至51%，而上半年录得49%。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-18 16:25。)
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