《大行報告》花旗上調潤地(01109.HK)目標價至48.5元 評級「買入」
花旗發表報告指,華潤置地(01109.HK)以綜合城市營運商的定位,在3+1業務策略下,有信心今年盈利有穩定增長。該行認為在中國房地產信託基金擴容至消費基礎設施下,潤地將會受惠,有助釋放資產價值,目標價由48元微升至48.5元,評級「買入」。
管理層在業績分析員會議中表示,今年目標包括銷售額有正面增長,保持在行業的首五名位置,商業租金全年有20%至25%增長,物業開發毛利率20%,較上半年的17%提升,至於投資物業的毛利率目標為65%至70%,計及商場則達到70%以上。集團維持37%的穩定派息比率。
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