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大和:升越秀地产(0123.HK)目标价至2.1港元 评级“买入”
格隆汇 09-16 10:56

大和发表报告指,越秀地产(00123.HK)最近以89.1亿元人民币,再收购广州两个地铁项目51%,预期将于今年11月完成交易;该公司首八个月合同销售已达至全年目标的65%,该行估计全年会超标,因3个地铁项目销售贡献尚未反映出来。

该行又指,由越秀地产上半年业绩及销售数据来看,相信其「铁路+物业」的发展策略将开始逐步实现,将其资产净值估算由3.15港元上调至3.22港元,以反映两个新收购,料带来较大利润贡献。大和将越秀目标价由2.05港元调升至2.1港元,重申“买入”评级。

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