《大行報告》高盛下調遠洋集團(03377.HK)目標價至2.1元 評級「買入」
高盛發表報告指,遠洋集團(03377.HK)去年核心盈利22億元人民幣,按年增長7%,但較該行及市場預期分別低14%及8%。表現遜預期主要由於項目入賬增長放慢,及集團核心市場長期有價格控制,令入賬毛利率更為疲弱。
該行上調集團今年合同銷售預測至1,440億元人民幣,以反映受到充足可售資源(按年增15%)支持,及新推項目有更大的佔比。
高盛又下調遠洋集團股份目標價5%至2.1元,評級維持「買入」。由於更為強勁的銷售預測、較大的少數股東權益及低於預期的土地增值稅(LAT)開支,該行下調集團今年至2023年每股盈利預測分別24%、3%及15%。
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