高盛的研究报告指,绿城中国(03900.HK) 去年纯利按年跌48%至16亿元人民币,与盈警相符。该行列举了管理层的主要指引,包括今年合约销售目标逾1,600亿元人民币(下同);新投资、新的可销售条件不低于2024年水平(即1,090亿元),而在今年首季已达500亿元;持续优化项目组合;今年收入展望持平,该行料绿城今年至2027年的已发展物业收入为1,400亿元;以及管理层对其新收购的毛利率表示审慎,料目标毛利率大致在下限范围,该行料绿城今年至2027年已发展物业的毛利率分别为11%、11.5%及12%。
该行对绿城今年至2027年的核心盈利预测大致不变,在46亿元至48亿元,将目标价由11港元升至12.5港元,维持“买入”评级。(vc/u)
(港股报价延迟最少十五分钟。沽空资料截至 2025-04-11 16:25。)
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