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《大行报告》高盛下调远洋集团(03377.HK)目标价至2.1元 评级「买入」
阿思达克 03-26 11:29
高盛发表报告指,远洋集团(03377.HK)去年核心盈利22亿元人民币,按年增长7%,但较该行及市场预期分别低14%及8%。表现逊预期主要由於项目入账增长放慢,及集团核心市场长期有价格控制,令入账毛利率更为疲弱。

该行上调集团今年合同销售预测至1,440亿元人民币,以反映受到充足可售资源(按年增15%)支持,及新推项目有更大的占比。

高盛又下调远洋集团股份目标价5%至2.1元,评级维持「买入」。由於更为强劲的销售预测、较大的少数股东权益及低於预期的土地增值税(LAT)开支,该行下调集团今年至2023年每股盈利预测分别24%、3%及15%。

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