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FINWIRES

研究快訊:CFRA維持對Invitation Homes Inc.股票的持有評等。

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-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:鑑於潛在的聯邦立法可能限制單戶住宅市場,我們將目標股價上調1美元至30美元,預期市盈率(P/FFO)為15.2倍,低於五年曆史平均水平的20.0倍。我們將2026年的FFO預期上調0.03美元至1.93美元,並將2027年的FFO預期上調0.05美元至2.00美元,預計營收分別為28.4億美元和28.5億美元。我們看好該股4.3%的股息殖利率。我們認為INVH擁有充足的流動性來履行其債務義務、維持營運資金運作、支付建設支出和推動開發項目。華盛頓分析公司 (WA) 是 CFRA 旗下的一家機構,該公司認為,鑑於白宮並未積極參與,單戶住宅出租法案 (SFHR) 通過的可能性為 20% 或更低。此外,WA 認為,如果修訂後的法案在國會兩院獲得通過,那麼其中關於「建造出租」的處置條款被大幅削弱或刪除的可能性為 45%。 WA 也認為,法案今年內夭折的可能性為 35%。因此,該法案獲得兩黨支持並最終通過的可能性為 20%。

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