美银美林恒地(0012.HK)中绩略逊预期出售和生围地皮明智
美银美林发表研究报告,指恒地(00012.HK)上半年基础纯利按年跌52%至67亿元,核心盈利(不计出售收益)按年跌35%至53.4亿元,较该行预期低5%。

不过,该行指投资者的关注点将会是公司以约47.05亿元向独立第三方出售新界和生围若干地块权益,涉及土地面积合共约242万平方尺。每平方尺地盘地价约1,900元,每平方尺楼面地价料约5,300元。该行认为交易明智,因为若公司保留该等地块,补地价及转换时间将不明朗。该行预期公司净资产值将增加0.6%,公司预期明年1月完成交易後将录得37亿元收益。
美银美林又指,10月份发表的施政报告将会是行业重点关注事项,尤其对恒地而言。该行维持恒地“中性”评级,目标价40港元。
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