《大行報告》摩通相信中國海外(00688.HK)銷售、盈利及估值已見底
摩根大通發表報告指,相信中國海外(00688.HK)銷售、盈利及估值已見底,並有望今年恢復增長,同時在開發商之中,公司提出今年官方銷售目標按年升20%,令人鼓舞,該行相信這是可實現的。
該行指,中國海外管理層指引今年收入按年升雙位數,而純利錄得穩定增長;該行預料公司今年核心淨利潤會反彈。該行指,即使今年收入增長或按年升逾10%,但仍料利潤率會溫和承壓,故預測今年淨利潤按年升5%,並於明年及2025年逐漸加速。
摩根大通表示,重申對中國海外目標價為26元,維持「增持」評級。(ca/w)
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