交银国际表示，恒地(00012.HK) 2024年收入按年下跌8.4%，至252.6亿港元，香港及内地物业开发税前利润按年下降46%，至23.1亿港元。然而，由于出售北角港汇东以及政府农地回收赔偿收益，核心净利润大致持平。公司约有已售未结销售金额115.3亿港元，其中约105.3亿港元将于2025年结转入账。
该行更新2025至2026年物业开发收入及利润预测。同时，相信在基数较低的情况下，2026年至2027年利润将有所回升，而股息则维持在稳定水平。目标价下调至23.02港元，维持“中性”评级。(ad/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-07 12:25。)
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