研報掘金丨開源證券:越秀地產業績有望持續釋放,維持“買入”評級
格隆匯8月8日丨開源證券7日研報指出,越秀地產(0123.HK)前7月銷售數據保持高增,完成年度銷售目標近七成,投資拿地多元化方式且聚焦高能級城市。6月以來銷售市場回暖不及預期,略微下調盈利預測,預計2023-2025年公司歸母淨利潤分別為43.1、51.5、59.6 億元(原值為43.6、52.7、62.3億元),對應EPS分別為1.07、1.28、1.48元,當前股價對應PE估值分別為9.0、7.5、6.5倍,認為伴隨在市場企穩及行業競爭格局優化,公司憑藉豐富的可售資源、穩健的經營和良好的信用優勢,業績有望持續釋放,維持“買入”評級。
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