汇丰研究发表报告指，建发国际(01908.HK) 积极的土地补充和土地储备推动强劲的销售势头，预期在利润率回升的带动下，盈利增长将于2025年加快。维持“买入”评级，目标价由19.6元升至21.8元。
汇丰研究相信建发国际的盈利增长主要受利润率回升及大幅减少减值拨备所带动。该行上调对其2025至2027年盈利预测3至8%，以反映销售预测上调及利润率扩张。该行情景分析显示，若毛利率较该行预测上升0.5或1个百分点，2025年盈利将增长18%或29%。此外，若减值减少一半，2025年核心溢利可按年增长18%。(ha/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-17 16:25。)
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