金吾财讯 | 摩根士丹利报告指出，因中国金茂(00817)今年首九个月物业销售按年升27%，该机构将全年预测上调11%至1,180亿元人民币，意味按年增长20%，连带2025至27年各年收入预测上调6%、10%及11%。
该机构将2025至27年的开发业务毛利率预测分别上调2.2个、2.9个及3.9个百分点，至11.5%、13%及12.6%，相比起2024年为11%，因近年新增项目的平均售价表现好过预期。计及税务支出增加带来部分抵消，该行将2025年每股盈利预测下调1%，而26及27年则分别上调12%与14%。
该机构将中国金茂目标价由1.2港元升至1.32港元，维持“与大市同步”评级。
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