《大行报告》高盛将宝龙地产(01238.HK)及宝龙商业(09909.HK)纳入确信买入名单 上调目标价
高盛发表研究报告指,宝龙地产(01238.HK)和宝龙商业(09909.HK)重组商场业务的速度较预期快,升宝龙地产2021至22年每股盈利分别8%及15%,目标价升13%至8.5元,而宝龙商业2021及22年每股盈利预期分别升3%及5%,目标价上调23%至38.3元。高盛维持两股「买入」投资评级,同时纳入确信买入名单。
该行看好管理团队、股份激励计划、重整并购、进一步强化产品线、持续针对主要区域发展。
该行表示,公司去年租赁收入占总收入的14%,而整体可租赁资源有28%来自未来3年开业项目,但租用率低於85%,相信会开始有明显改善。随着时间过去,相信公司的租赁表现能够与顶级商场比较。
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