大和恒隆地产(0101.HK)旗下商场提供增长动力吁“买入”
大和发表研究报告指,恒隆地产(0101.HK)上半年基本纯利按年跌4%至22.29亿港元,即使房地产销售方面没有利润,租赁方面的利润按年增长25%,并在整个中国投资组合中,实现租户正增长,进一步巩固该行对集团的稳健看法。该行维持恒隆地产目标价25.7港元,以及“买入”评级。
大和表示,看到集团未来6至18个月将有3个潜在的利好消息。恒隆地产旗下商场正陆续进行及完成翻新,相信这些大型购物中心的利润增长将持续有强劲趋势,为集团提供动力。该行又认为,受到内地政府推动消费等政策影响,预料中国奢侈品销售将会有令人意外的升幅。
该行指,集团或会更加愿意出售非核心资产,将能妥善偿还在杭州的投资,属资本管理现代化的进步。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.