《大行報告》匯豐研究升雅居樂(03383.HK)評級至「買入」新目標價11.5元
匯豐環球研究發表報告指,雅居樂(03383.HK)上半年增派息為正面驚喜因素,意味至派中期息後股息率將升至5.8%。該行指雅居樂為其涵蓋的中型股中估值最吸引,相信海南業務最快將於明年次季回復。
該行指,由於雅居樂於大灣區之業務定位,及料明年起毛利率將上升,因此將其評級由「持有」升至「買入」,目標價自10.4元上調至11.5元。
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