中信里昂:上调太古地产(01972)目标价至22.2港元 维持“买入”评级

智通财经
Aug 08

智通财经APP获悉,中信里昂发布研报称,上调太古地产(01972)目标价21.3%,从18.3港元升至22.2港元,维持“买入”评级。中信里昂指,太古地产2025年上半年业绩好于预期,受惠于出售美国资产及美国税收抵免(tax credit)。尽管该公司还没有宣布第二轮股票回购,但中信里昂认为,基本面的改善,强劲的房地产销售预定以及投资物业的竣工,因此可以加速盈利增长,可以支持股价。基于上述因素,上调对该公司2025和2027年盈利预测6.9%和1.1%,但下调2026年盈利预测0.3%,从而反映出售以及交付计划的变化。

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