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<Research>HSBC Research Cuts HENDERSON LAND (00012.HK) TP to $35.8, Keeps Buy Rating
HENDERSON LAND (00012.HK)'s 2025 underlying profit dropped by 38% YoY to $6.1 billion, missing expectation, HSBC Global Research published a research report saying. Due to incr...
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<Research>HSBC Research Cuts HENDERSON LAND (00012.HK) TP to $35.8, Keeps Buy Rating
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HENDERSON LAND (00012.HK)  -0.500 (-1.702%)    Short selling $110.61M; Ratio 239.388%   's 2025 underlying profit dropped by 38% YoY to $6.1 billion, missing expectation, HSBC Global Research published a research report saying.

Due to increased uncertainties from the Middle East conflict, the management decided to reduce its full-year DPS by 30% YoY to $1.26 from the perspective of prudent financial management, below the market consensus of $1.65.

Related News BofAS Expects Hong Kong Property Developers to Be More Cautious on Price Increases; Most Developers' EPS Has Bottomed Out
The report anticipated business improvement this year, benefiting from a steady increase in contributions from its 41.5%-owned HK & CHINA GAS (00003.HK)  -0.020 (-0.280%)    Short selling $62.37M; Ratio 185.317%   , stabilizing property leasing business, and a bottoming out of its profit sales margins supported by its residential project, The Legacy. Its overall operating profit margin is expected to rise from 8% last year to 20%.

The broker lowered its net asset value (NAV) per share forecast by 3.3% to $51.2, and cut its target price from $37 to $35.8, based on an unchanged target NAV discount of 30%, with rating kept at Buy, with the belief that, property sales improved and borrowing costs decreased since 2H25, leading to a better earnings outlook.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-02 16:25.)

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