《大行》汇丰研究升粤投(00270.HK)目标价至5元 第三季业绩稳定

阿斯达克财经
Oct 31, 2024

汇丰研究发表报告指,撇除外汇及公允价值变动等一次性因素,估算粤海投资(00270.HK) 今年首九个月税前核心利润与去年同期持平,主要由水务项目所推动。另外,粤投第三季度房地产销售进一步提速,将有助于现金回笼。加上由于售价稳定,今年首九个月公司没有录得相关减损。汇丰预期,粤投将继续优先考虑去库存以改善现金流,至于现有房地产资产的潜在减损将取决于市场。另外,汇丰将粤投2024至2026财年盈利预测...

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