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野村续予华润置地(1109.HK)“买入”评级目标价44.5港元
格隆汇 08-21 14:41

野村发表研究报告指出,华润置地(1109.HK)上半年业绩表现符市场预期,管理层亦提供正面的物业销售指引,公司维持为该行于行业中的首选股之一,续予“买入”评级及目标价44.5港元。

该行维持预测华润置地2019财年盈利可升21%,并估计市场会将2020及2021财年的盈利预测调高,该行则预料2020-2021财年公司的每股盈利年复合增长率可达29%,主要受公司强劲的推盘计划及高毛利率所带动。

虽然7月合同销售按年跌41%,惟管理层仍对全年可达15%增长的目标有信心,野村相信公司很大机会超额完成销售目标,预期全年销售可达20%的升幅。展望明年,管理层目标合同销售有双位数字增长。

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