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《大行報告》高盛輕微下調恆隆地產(00101.HK)目標價至21.2元 評級「買入」
阿思達克 06-23 11:27
高盛發表報告指,恆隆地產(00101.HK)管理層對內地業務前景態度樂觀,除了沈陽的兩個商場出現疲軟趨勢外,其10個高端和次高端商場幾乎都在第二季表現出持續增長的勢頭,並在當地獲得市場份額。 高盛輕微下調恆隆地產目標價由21.4元至21.2元,評級「買入」。雖然租戶銷售表現強勁,但由於內地人出境旅遊逐漸增加,市場擔心銷售會轉移到海外市場,因此恆隆地產股價今年以來下跌14%,認為已反映相當悲觀的情境預測。另外,與歷史平均水平4.5%相比,該股6.1%預測股息率具吸引力。
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