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《大行》新地(00016.HK)投資評級及目標價(表)
阿思達克 09-03 12:54
新鴻基地產(00016.HK)將於本周四(4日)公布截至今年6月底止的全年度(2025財年)業績,受本港物業銷售收益所支持。本網綜合4間券商預測,新地2025財年全年度可撥歸公司股東基礎溢利料介乎218.36億至220.36億元,對比上年度217.39億元,按年增加0.4%至1.4%,中位數219.85億元,按年增加1.1%。本網綜合5間券商預測,新地2025財年全年度每股股息介乎3.75至4元,對比上年度3.75元,按年持平至上升6.7%,中位數3.75元,按年持平。 匯豐研究料新地全年在香港的合約銷售到約400億元,相比去年實現的約260億元有明顯提升。主要貢獻項目包括 Cullinan Sky I(110億元)、Sierra Sea(90億元)及 Victoria Harbour II(40億元)。投資者將關注新地管理層給予本月財年合約銷售金額指引、近期交樓項目售罄率、平均售價、樓盤定價策略、旗下核心商廈及商場出租率及可比租金變動,平均借貸成本(HIBOR波動下的影響)及淨利息支出變動、派息指引等。 下表列出7間券商對其評級及目標價: 券商│投資評級│目標價 匯豐環球研究│買入│112元 高盛│買入│104元 星展│買入│104元 摩根士丹利│增持│102.3元 摩根大通│中性│92元 瑞銀│買入│90元 花旗│買入│88.8元
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