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《大行》大摩降越秀地產(00123.HK)未來兩年盈測 目標價下調至5.8元
阿思達克 06-20 11:08
摩根士丹利發表研報指,基於物業銷售表現好過預期,以及近期出售北京海淀項目65%股權,因此將越秀地產(00123.HK)今年合約銷售金額預測上調4%至1,310億元人民幣,全年核心盈利預測上調0.4%。 但考慮到越秀地產毛利率復甦步伐較預期慢、結合項目入賬變動及近期新購入土地,大摩已將越秀地產2026至2027年核心盈利預測分別下調2.9%及10.2%,毛利率預測下調0.6及1.2個百分點至12.7%及15.6%,相應將每股資產淨產預測下調至8.93元,按35%折讓率計,目標價從6.27元降至5.8元,評級「增持」。
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