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《大行報告》新地(00016.HK)投資評級及目標價(表)
阿思達克 09-06 11:42
新鴻基地產(00016.HK)將於本周四(9日)公布截至今年6月底止全年度業績。星展上月初報告指因新地延推天水圍項目「Wetland Seasons Bay」及元朗項目「The YOHO Hub」,令新地未能達到原定2021財年350億元的銷售目標,但公司在內地銷售超出原定50億元目標。本網綜合5間券商預測,受惠於毛利率提升,新地截至今年6月底止全年度可撥歸公司股東基礎溢利料介乎290.25億至335.59億元,較上年度可撥歸公司股東基礎溢利293.68億元計,按年下跌1.2%至上升14.3%;中位數為304.55億元,按年升3.7%。 由於新地2021財年(截至今年6月底止年度)延推天水圍項目「Wetland Seasons Bay」,市場將關注期內物業發展的毛利率表現,及「Wetland Seasons Bay」於2022財年(截至2023年6月底止年度)的入賬及合約銷售目標情況。 下表列出12間券商對其評級及目標價: 券商│投資評級│目標價(港元) 大和│買入│156.8元 瑞信│跑贏大市│156.6元 匯豐環球研究│買入│151.6元 高盛│買入│149元 大華繼顯│買入│148.4元 海通國際│跑贏大市│148.6元 摩根大通│增持│141.7元 星展│買入│141.1元 花旗│買入│145.3元 美銀證券│買入│139元 摩根士丹利│增持│135元 瑞銀│買入│目標價130.4元
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