《大行报告》麦格理会德丰(00020.HK)销售表现超标目标价上调至90元
麦格理报告指,会德丰(00020.HK)今年上半年股价累升约27%,表现是本港发展商中最佳(本地同业股价平均累升18%),主要受惠推盘表现令人惊喜。上半年会德丰的合同销售额为160亿元,超出原订的100亿元全年目标,特别是旗下的楼盘日出康城MONTARA及GRAND MONTARA销情理想。至於山顶豪宅Mount Nicholson最初的销情虽然较预期中慢,不过近日销情见回升。
该行料集团全年销售增长25%,至300亿元,将为市场带来一大惊喜。该行将会德丰目标价上调10%至90元,以反映销售表现强劲超出原订目标,重申评级「跑赢大市」,因估值较同业吸引。
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