《大行報告》高盛上調潤地(01109.HK)目標價至51元 評級「買入」
高盛發表報告表示,華潤置地(01109.HK)去年核心純利(撇除外匯收益及重估因素)256億元人民幣,按年升12%,符合該行預期,穩固業績受物業項目入賬令收入提升所推動。
該行指,將華潤置地2023和2024年的基本每股盈利預測分別上調5%和10%,原因是基於收入預測上調4%-5%,並逐步將2023和2024年的發展物業毛利率從2022年的23.3%提高至2023或2024年的24.5%。高盛將潤地目標價上調6%,由48元升至51元,維持「買入」評級。
由於新冠疫情的影響,高盛將華潤置地2022年的商場租金增長預測下調至約16%,但預計2023年 2024年的增長將再次加速至平均25%。
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