《大行報告》大摩相信恆地(00012.HK)股價60日內將跑贏大市 評級「與大市同步」
摩根士丹利發表報告,相信恆地(00012.HK)股價60日內將跑贏大市,料機會率高逾80%;予其「與大市同步」評級,目標價39元。
報告指,最新一份施政報告緩解了投資者對香港住宅市場短期內供應過剩或價格上限的擔憂,對擁有4,500萬平方呎地新界土地儲備的恆地而言,估計更快的農地轉換是積極的,並認為其以每股資產淨值折讓53%及股息收益率6%相當具吸引力。
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