《大行》大摩升中国海外(00688.HK)目标价至13.7元 评级“与大市同步”

阿斯达克财经
Sep 05

摩根士丹利发表报告指,已调整对中国海外发展(00688.HK) 盈利预测与目标价,以反映内地房价持续下跌导致的利润率下降。

具体而言,该行将中国海外2025至2027年的毛利率预测各下调0.1个百分点,分别调整为16.4%、19.7%及22.7%,相较2024年的17.7%。同时将2025年核心盈利预测下调0.6%,2026年上调0.2%,2027年上调3.0%。大摩将中国海外的目标价由13.2元升至至13.7元,相当预测今年每股资产净值折让30%,评级“与大市同步”。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-04 16:25。)

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