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《大行報告》瑞信下調中國海外(00688.HK)目標價至25.41元 評「跑贏大市」
阿思達克 04-12 10:15
瑞信發表報告指,中國海外(00688.HK)2022財年的核心利潤按年跌33%至244億元人民幣,遜於預期;每股全年股息0.8元,派息率維持在30%,股息收益率為3.6%。公司管理層對2023財年的合同銷售額目標是增長20%至3,540億元人民幣;商業地產收入增長達30%;淨利潤「穩定」增長。集團又會將土地收購的重點放在一線城市。 該行表示,考慮到更現實的發展增長和溫和的利潤率反彈,將中國海外2023及2024財年的盈測下調約13%,目標價由31.29元降至25.41元,維持「跑贏大市」評級。
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