大行评级丨花旗:中海物业上半年业绩表现好坏参半,目标价降至4.5港元

格隆汇
Aug 21
花旗发表报告指,中海物业上半年业绩表现好坏参半,因利润率受压及与重新定位相关的短期成本,盈利下跌9%。该行认为持续的组合重塑及科技整合有助保护利润率,并支持对其2026下半年盈利稳定的预测,全年预测仍下跌5%,其后2027-2028年盈利有望按年恢复3%至5%。中期股息增加属正面惊喜,按6.2%股息率计算,维持“买入”评级,目标价由5.2港元降至4.5港元。

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