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《大行報告》大和下調越秀地產(00123.HK)目標價至12.4元 評級「買入」
阿思達克 04-24 11:12
大和發表報告指,越秀地產(00123.HK)建議折讓28.3%以每股9元進行100股供30股,涉約9.29億股,料集資約83.6億元,主要用於投資10個重點城市的優質項目。該行相信公司在未來幾年將繼續跑贏同行,因為其在行業周期性低迷的情況下仍有能力擴張。 大和將該股今明兩年的每股盈測削減23%至25%,以考慮到供股造成的攤薄影響。基於較高的合同銷售預測、全年的土地收購和供股,將今年底的每股資產淨值預測由17.6元降至16.5元。目標價由13.18元降至為12.4元,重申「買入」評級。
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