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摩通下调润地(1109.HK)目标价至44.5港元评级“增持”
格隆汇 08-21 11:59

摩根大通报告指即使润地(01109.HK)年初至今跑赢大市,但仍看好该股,主要由于该行认为市场对公司潜在毛利率收缩过份看淡,该行预期未来将有更多盈利调升。

摩通又指该行对公司2019年核心纯利预测较市场预期高8%,此外,更认为未来12-18个月,公司潜在分拆投资物业及物业管理业务将成为其中一些主要的正面催化剂。该行料2020年是最佳分拆时机,因为大部分开幕已完成,新商场营运基础良好,且全球收益率可能下降。该行重申润地“增持”评级,目标价由45.5港元降至44.5港元。

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