《大行》大摩升中國海外(00688.HK)目標價至13.7元 評級「與大市同步」
摩根士丹利發表報告指,已調整對中國海外發展(00688.HK)盈利預測與目標價,以反映內地房價持續下跌導致的利潤率下降。
具體而言,該行將中國海外2025至2027年的毛利率預測各下調0.1個百分點,分別調整為16.4%、19.7%及22.7%,相較2024年的17.7%。同時將2025年核心盈利預測下調0.6%,2026年上調0.2%,2027年上調3.0%。大摩將中國海外的目標價由13.2元升至至13.7元,相當預測今年每股資產淨值折讓30%,評級「與大市同步」。
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