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大行評級丨富瑞:下調長實集團目標價至46港元 評級“持有”
格隆匯 08-07 11:18
格隆匯8月7日丨富瑞發表研究報吿指,長實集團今年上半年剔除重估收益的基礎利潤按年跌34%至約76億港元,達到該行對其全年預測的約44%。中期已確認物業銷售收入約82.46億港元,按年跌近60%,表現較預期弱。富瑞表示,雖然長實持續以回報為發展戰略,並擁有較強勁的資產負債表,不過物業銷售入賬遜於市場及該行預期,投資物業收入表現亦平平。該行維持對長實的“持有”評級,預期除回購以外未來積極催化劑有限,將今明兩年每股基本盈利預測削減5%至10%,目標價由47港元降至46港元,表示在香港地產股中較看好新鴻基地產及恒基地產。
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