匯豐環球:維持新地(0016.HK)買入評級 目標價上調至135.9港元
匯豐環球研究發表報吿指,新地(0016.HK)2021財年上半年核心盈利按年增長30%,而租金收入亦回覆正增長;由於公司擁有強勁的銷售儲備,認為新地可受惠於樓市復甦,維持其買入評級,並將目標價由129港元上調至135.9港元。
匯證表示,新地上半財年業績理想令投資者更確信公司在疫情影響下,仍可繼續實現增長,並減輕對其股息不確定性的憂慮。而受惠於中國內地物業組合的強勁增長,期內整體租金收入回覆正增長6.7%至95億港元,扭轉2020財年下半年跌8%。
該行又指,上半財年新地合約銷售額為113億元,完成全年銷售350億元目標約32%,估計公司銷售活動快將回復,並料全年銷售額可達360億港元。同時,該行亦將新地21至23財年盈利預測上調1至2%,以反映其投資物業組合租金增加的預期。
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