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《大行報告》美銀證券下調粵投(00270.HK)目標價至12.4元 評級「買入」
阿思達克 12-08 10:18
美銀證券發表報告指,市場一直關注粵海投資(00270.HK)房地產業務敞口,並佔了公司今年上半年息稅前利潤及資本支出的17%;內地房市環境及流動性改善,或許有助公司以較高的價錢出售其開發項目。該行指,若公司收購其他大型水務項目或續簽香港特許經營權後,而令其負債率過高的話,公司或會考慮出售或置換其電廠及股權至母公司或其他人士,惟公司暫時未有出售非核心資產的計劃。 該行將粵投今年至2024年各年每股盈測分別升27%、降9%及降6%,並將其目標價由14.5元下調至12.4元,並重申其評級為「買入」。
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