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大和:重申深圳國際(0152.HK)“優於大市”評級 目標價19港元
格隆匯 11-07 15:55

大和發表研究報告指,深圳國際(0152.HK)業務前景值得看好,其中房地產項目已步入正軌,並提供強勁的收益,考慮到公司股息率高及出售深圳航空股權等潛在催化劑,重申對其“優於大市”評級,並將目標價由17.2港元,上調10.47%至19港元。

大和指,深圳國際計劃於近期推出梅林關二期項目,預期平均每平方米售價為6.5萬元人民幣,其收入料於明年入帳;此外,前海房地產項目亦即將進行預售,估計其收入將於2021年入帳。該行估計,前海土地補償料為公司於2019-2021年帶來合共60億元人民幣收益,相信可支持其股息收益率維持6%。

大和又認為,深圳國際未來發展策略將集中於物流及城市更新項目,這或會導致公司出售或減持其深圳航空的股權。

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