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《大行報告》花旗上調潤地(01109.HK)目標價至48元 評級「買入」
花旗發表報告指,華潤置地(01109.HK)今年的具體盈利增長計劃,重點關注現金流、盈利能力和營業額。該行認爲集團憑藉其充足的一、二線土地儲備、低成本融資、ESG和具有吸引力的估值,將公司列爲行業首選,目標價由46.1元上調至48元,評級爲「買入」。 該行表示,華潤置地目標是今年內房發展項目銷售達到前5位;商業項目實現20%的增長,其中10個新購物中心的毛利率爲70至75%,並關注資產回報率(ROIC);輕資產收入及利潤增長逾30%。
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