《大行》汇丰研究微升中海外(00688.HK)目标价至13元 评级“持有”

阿斯达克财经
01 Apr

汇丰环球研究发表报告指出,中国海外发展(00688.HK) 去年业绩疲弱,但在预期之内,其影响被大幅提高至38%的派息率所抵销。公司目标2026年实现利润复苏,其合同销售指引低于同行的乐观预期。

鉴于去年销售表现强劲,该行将中海外今明两年的合同销售预测上调6%和7%,相当于按年跌3%及升3%;收入预测大致不变;毛利率预测降2个百分点;盈利预测下调20%及19%。该行维持对中国海外“持有”评级,目标价由12.8元微升至13元。(jl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 16:25。)

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