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《大行報告》花旗上調恆隆地產(00101.HK)目標價至27元 評級「買入」
阿思達克 01-29 14:17
花旗發表報告,預期恆隆地產(00101.HK)將看到持續的估值重估,主要是因為去年旗下商場的中國零售銷售增長43%,而公司管理層料今年將錄雙位數增長;公司是少數專注在中國奢侈品零售物業板塊的發展商;以及數個新項目,例如昆明、武漢等物業翻新應會帶來額外的增長。

該行預期,恆隆地產2021至2025財年的經常性利潤年複合增長率為約10%,帶動每股派息持續上升,重申其為該行的首選「買入」股份,目標價由原來的26.1元上調至27元,較對其今年每股資產淨值折讓30%。

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