大行評級|花旗:對潤地開啟30日正面催化觀察 重申為行業首選
花旗發表研究報吿指,基於推出更多項目,預計華潤置地今年6月的強勁合約銷售表現強勁;購物中心的零售及同店銷售在今年首5月分別錄得按年21%及7%的升幅,料全年的同店銷售增長可達5%至10%;受惠於一、二線城市售樓處的訪客量回升加上充足的優質資源,公司或以優異表現成為行業的帶領者;以及2024年上半年業績料有穩定的派息率,加上經常性利潤組合不斷增長而推動盈利增長,該行對潤地開啟30日正面催化觀察。
該行對公司的目標價為39.1港元,予“買入”評級,重申為該行的行業首選。
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