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大行評級|高盛:上調綠城中國目標價至12.5港元 維持“買入”評級
格隆匯 04-14 12:39

高盛發表研究報告指,綠城中國去年純利按年跌48%至16億元,與盈警相符。該行列舉了管理層的主要指引,包括今年合約銷售目標逾1600億元;新投資、新的可銷售條件不低於2024年水平(即1090億元),而在今年首季已達500億元;持續優化項目組合;今年收入展望持平,該行料綠城今年至2027年的已發展物業收入爲1400億元;以及管理層對其新收購的毛利率表示審慎,料目標毛利率大致在下限範圍,該行料綠城今年至2027年已發展物業的毛利率分別爲11%、11.5%及12%。

該行對綠城今年至2027年的核心盈利預測大致不變,在46億元至48億元,將目標價由11港元上調至12.5港元,維持“買入”評級。

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