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《大行報告》摩通升恆地(00012.HK)目標價至33.5元 評級「中性」
阿思達克 08-24 10:30
摩根大通發表大行報告指,恆地(00012.HK)基礎盈利按年上升51%,但盈利表現對股價並非強勁指標,又指管理層不大願意提出明確派息政策及出售資產的計劃,維持其「中性」評級。 然而,該行相信,政府提出的土地共享先導計劃有機會成為恆地股價助力,恆地早前提交一幅位於大埔社山路及林錦公路(近林村)的用地轉用申請,佔地約208萬平方呎,預期可提供約8,484個公營房屋和3,636個私營房屋單位,預期分別於2027年及2030年落成,雖然該時間表對股票投資看似較長,但恆地申請若順利,來自政府潛在的干預將會大減,將恆地目標價由28.1元調高至33.5元。
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