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大行評級|高盛:維持“買入”評級 首季經營利潤率表現強勁
格隆匯 04-28 10:24
高盛發表研究報吿指,中國海外首季收入按年增長14%,符合預期;期內經營利潤持平,經營利潤率按季提升至18%,表現強勁。該行指出,在市場仍對內地房地產行業存有憂慮時,中海外首季共收購兩幅土地,地價約16億元,買地開支較2023年同期下跌62%。考慮到管理層採取較穩健的投資策略,高盛相信今年餘下時間中海外補充土儲節奏會加快,預料仍然會專注於核心城市及地區,維持“買入”評級,目標價17.5港元。
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