大華繼顯:維持新鴻基地產(0016.HK)買入評級 升目標價至148.4港元
大華繼顯發表研究報吿指,新鴻基地產(0016.HK)中期業績符合預期,預料公司將受惠於經濟復甦,輕微調低今年盈利預測1%,但目標價則調升15.5%至148.4港元,以反映估值由資產折讓40%收窄至30%,隨着香港樓市從疫情中復甦,相信新地股份可繼續獲得重估,維持買入評級。
報吿指出,新地中期基本盈利按年上升30.2%至大約178.42億港元,主要因為確認物業銷售增加,但受到社交距離措施影響,合約銷售低於預期,僅約113億港元,管理層有信心全年可實現350億元的銷售目標,預計公司有足夠資源推動2021財年上半年銷售。內地合約銷售約34億元,相當於全年目標50億元的68%,表現令人滿意。
報吿估計,新地旗下香港商場租金持續受壓,但當入境規例放寬後,預料市況將會反彈。

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