高盛升中国海外(0688.HK)目标价至36.9港元评级“买入”
高盛发表研究报告指,中国海外(00688.HK)上半年核心利润按年增9%至209亿元,分别占该行及市场2019年度预期的47%及46%。为了反映较高的净利润率及未来数年新增项目的预售增加,故将其2019年至2021年度每股基本盈利作出调整,分别为0%、升1%及升4%,至4.05元、4.55元及4.89元。

报告指,相信中海外稳定及持续性的增长和回报前景,再加上其在业务策略上良好的执行往绩和积极改善股东回报,均有助推动估值复苏。该行将其目标价升2%至36.9港元,意味仍有46%上行空间,维持评级“买入” 。
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