麦格理降长实(1113.HK)目标价至95.19港元重申为地产股首选
麦格理表报告重申对长实集团(01113.HK)“跑赢大市”评级,指目前喜爱本港物业发展股多於收租股,长实集团为行业首选股,料其本港物业销售可望回升、其非本港经常性收入组合可支持今年盈利增长。按综合方式作估值,轻微下调对其目标价,由96.09港元降至95.19港元。

该行指,并无对长实集团今年上半年业绩进行预测,但估计其2019年全年核心盈利预测为352亿元。
麦格理料,长实集团下半年在本港推售多个项目,包括「爱海颂」和「日出康城第8期」,将可成该未来六个月的股价催化剂,未来重点项目则包括西半山波老道豪宅、地铁黄竹坑站物业项目。
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