高盛升保利置业(0119.HK)目标价至3.5港元评级“中性”
高盛发表研究报告,保利置业(00119.HK)上半年基本盈利按年增5.39倍至37.8亿元,高于该行及市场预期,主因受惠高利润率龙誉项目(Vibe Centro)的持续贡献。该行将保利置业2019年度基本盈利预测由32亿元升至49亿元,反映香港项目入帐,以及将2020年至2021年盈利预测分别调高9%及14%,均达到近34亿元,以反映利润率提高1个百分点及5个新收购项目。

报告指,公司已加快进行新收购及积极于下半年增加土储,藉以回复增长。尽管该股估值低,但盈利趋势仍然艰难,故维持评级“中性”,目标价则由3.3港元升至3.5港元。
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