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《大行報告》大摩:長實(01113.HK)208億售波老道項目輕微正面 評級「增持」
阿思達克 09-29 10:46
摩根士丹利發表研究報告指,長實(01113.HK)以208億元出售波老道21號發展項目「21 BORRETT ROAD」,相信對集團有輕微正面影響。主因包括目前在香港出售豪宅項目的困難;可釋放資金用於回購;減少對香港住宅的敞口;利潤率爲43%,平均尺價爲6.2萬元,惟低於早先實現的平均尺價;而淨負債從14%降至7%。 報告補充,至於集團風險因素則包括下半年盈利疲弱,加上因英鎊貶值對集團的影響。該行予其「增持」評級,目標價65元。
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