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《大行報告》大和下調深圳國際(00152.HK)目標價至16.5元 評級「買入」
阿思達克 08-30 11:35
大和發表研究報告,指深圳國際(00152.HK)上半年業績大致符合預期,公司將繼續通過持續變現,解鎖資產價值,包括計劃發行房地產信託基金等。基於來自深圳航空的淨虧損較預期高,以及前海項目盈利更新,該行下調深圳國際2021年每股盈測26%,將目標價由17元調低至16.5元,重申「買入」評級。 報告稱,梅林三期住宅項目已售罄,管理層指收入將於今年下半年及明年確認。至於深圳國際夥同深高速(00548.HK)最多105億收購灣區發展(00737.HK)逾七成股權,該行稱,由於交易存不確定因素,所以最新報告並無計及交易對公司的影響。
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