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《大行》里昂升太地(01972.HK)目標價至22.2元 料基本面改善支持股價
阿思達克 08-08 12:11
里昂研究報告指,太古地產(01972.HK)上半年業好過預期,基於出售收益及美國稅務抵免。受惠於香港資本市場復甦等因素,上半年寫字樓租賃查詢量升30%,中港零售銷售亦加速增長。該行認為明年首席財務官退休應不會影響營運。 該行指,雖然公司未有公布第二輪股份回購計劃,但認為基本面改善,加上強勁的物業銷售及投資物業竣工,將加速盈利增長並支持股價。該行將其2025至27年盈利預測分別上調6.9%、下調0.3%及上調1.1%,以反映資產處置及交付進度變化。目標價由18.3元上調至22.2元,維持「跑贏大市」評級。
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