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《大行報告》高盛上調中國海外(00688.HK)目標價至32.3元 維持「確信買入」
高盛發表報告指,中海外(00688.HK)去年核心盈利340億元人民幣,按年跌3%,分別低於該行及市場預期7%及14%,因樓面交付面積增加被毛利率下降所抵銷。 該行在中海外公佈業績後,上調對中海外明年及2024年每股實際盈利預測5%及6%,反映最近土地收購、遜預期的毛利率及受控的銷售與行政成本。該行亦相應上調中海外今年每股資產淨值至40.4元,目標價相應上調至32.3元,等於資產淨值兩成折讓,較3月31日收市價23.45元有38%上望空間。 高盛認爲,在流動性壓力持續影響內房股,尤其民企內房下,相信中海外處於從民企內房手上佔取市佔的最有利位置。該行指中海外目前股價爲2022年每股資產淨值折讓42%,2022年預測市賬率爲0.7倍,及6%預測股息率,意味在國企內房的估值風險回報中最具吸引力。該行維持中海外「買入」投資評級,將續該股列入「確信買入名單」。
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