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汇丰环球:维持新地(0016.HK)买入评级 目标价上调至135.9港元
格隆汇 03-01 16:12

汇丰环球研究发表报告指,新地(0016.HK)2021财年上半年核心盈利按年增长30%,而租金收入亦回复正增长;由于公司拥有强劲的销售储备,认为新地可受惠于楼市复苏,维持其买入评级,并将目标价由129港元上调至135.9港元。

汇证表示,新地上半财年业绩理想令投资者更确信公司在疫情影响下,仍可继续实现增长,并减轻对其股息不确定性的忧虑。而受惠于中国内地物业组合的强劲增长,期内整体租金收入回复正增长6.7%至95亿港元,扭转2020财年下半年跌8%。

该行又指,上半财年新地合约销售额为113亿元,完成全年销售350亿元目标约32%,估计公司销售活动快将回复,并料全年销售额可达360亿港元。同时,该行亦将新地21至23财年盈利预测上调1至2%,以反映其投资物业组合租金增加的预期。

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