《大行報告》高盛將寶龍地產(01238.HK)及寶龍商業(09909.HK)納入確信買入名單 上調目標價
高盛發表研究報告指,寶龍地產(01238.HK)和寶龍商業(09909.HK)重組商場業務的速度較預期快,升寶龍地產2021至22年每股盈利分別8%及15%,目標價升13%至8.5元,而寶龍商業2021及22年每股盈利預期分別升3%及5%,目標價上調23%至38.3元。高盛維持兩股「買入」投資評級,同時納入確信買入名單。
該行看好管理團隊、股份激勵計劃、重整併購、進一步強化產品線、持續針對主要區域發展。
該行表示,公司去年租賃收入佔總收入的14%,而整體可租賃資源有28%來自未來3年開業項目,但租用率低於85%,相信會開始有明顯改善。隨著時間過去,相信公司的租賃表現能夠與頂級商場比較。
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