You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
野村:升潤地(1109.HK)目標價至45.7港元 重申“買入”評級
格隆匯 12-19 16:00

華潤置地(1109.HK)早前突然宣佈,王祥明接替唐勇出任董事會主席。野村估計,短期不明朗因素或會增加,但也可能是全新旅途的開始,將潤地目標價微升2.7%至45.7港元,即較資產淨值溢價4%,並已反映了11月配股造成的攤薄性影響,重申“買入”評級。

現年56歲的王祥明,今年加入華潤(集團)公司,擔任華潤集團董事、總經理。在此之前,王氏曾任中國建築集團有限公司董事、總經理,中國建築股份(601668.SH)總裁、董事。

報告指出,中國海外發展(0688.HK)更換主席以來,其股價便較潤地跑輸84%,市場可能擔心歷史會重演於潤地身上,不過野村認為,兩間股價走勢差異與集團增長策略的持續性、合約銷售/盈利增速、員工認股權計劃及資本市場活動增加等有關。

野村估計,潤地的營運會保持穩定,而且主席變動可能反映潤地對母公司的重要性增加。這次是潤地上市以來,主席一職第三度由集團公司高管接任,而且隨着華潤集團董事長傅育寧可能退休,明年或再有人事變動。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account