大行评级丨大摩:上调中国金茂目标价至1.91港元,维持“增持”评级

格隆汇
Aug 28
摩根士丹利发表研报指,中国金茂中期业绩表现反映毛利率及盈利前景正在改善,公司在一线及主要二线城市拥有充裕可售资源,将支持其今年及明年合约销售表现跑赢同业。该行将2026至2028年每股盈利预测分别上调14%、7%及1%,以反映合约销售平均售价改善推动物业发展业务毛利率上升、城市更新项目销售入账,以及销售及行政开支与利息开支节省优于预期。该行将中国金茂目标价由1.79港元上调7%至1.91港元,维持“增持”评级。

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