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中金:料合景泰富(1813.HK)受疫情影響有限 上調目標價至13.6港元
格隆匯 02-17 11:22

中金髮表研究報告指,合景泰富(1813.HK)土地儲備質量較好,財務狀況亦穩定,預計公司受新冠肺炎疫情影響有限,盈利有望加速,因此上調其目標價24%至13.6港元,維持“優於大市”評級。

中金稱,考慮到合景泰富的區域佈局,相信業務受到疫情的影響較為有限,全年新盤推出和銷售部署的確定性較高,預計公司今年核心淨利潤按年增長30%,2020年和2021年則料按年增長25%。

又指,合景泰富有望於今年下半年分拆其物業管理板塊,保守估算其業務公允價值分攤至當前流通股對應的每股價值超過1港元,對公司目前估值有一定支持。

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