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《大行報告》大摩重申恆隆地產(00101.HK)為收租股首選重申「增持」評級
阿思達克 07-31 10:58

摩根士丹利發表研究報告,指恆隆地產(00101.HK)旗下較低線城市商場上半年零售銷售及租金收入增長強勁,該行預期上述趨勢將持續,主要受惠於上海以外地區奢侈品需求持續擴張。此外,該行認為公司旗下新商場開幕及優化工程將支撐中國業務租金收入持續錄雙位數增長。

大摩預期恆隆地產2019年中國租金息稅前利潤按年升7%(以人民幣計)(上半年按年升9%),2020-2021年增長將加速至每年10%。

該行將恆隆地產2019-2021年每股盈利預測分別上調7%、5%及9%,重申「增持」評級,並指其為收租股首選,目標價20.5元。

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