《大行》高盛:恒地(00012.HK)去年基础盈利下跌符预期 目标价38元吁“买入”

阿斯达克财经
Yesterday

高盛研究报告指,由于缺乏像2024年政府收购新界农地的一次性重大收益,恒基地产(00012.HK) 2025年的基础盈利按年下跌38%至61亿元,符合该行及市场预期。该行仍视恒地为更受惠香港住宅市场上升周期的股份之一,并预期未来盈利复苏强劲,2026至2028年盈利年均复合增长率逾20%,主要因公司持有丰富的可售资源;其拥有的4,050万平方呎农地将可变现或换地,与邻近地块合并作未来发展。另外,...

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