摩通:维持嘉里建设(0683.HK)“增持”评级 目标价25.5港元
摩通发布报告称,认为豪宅市场早期复苏将是投资者对嘉里建设(0683.HK)住宅土地储备持怀疑态度的转折点,嘉里的住宅土储几乎100%都是豪宅地,令其有能力维持稳定每股派息。
基于5月份价格稳定的高端交易显著回升,该行认为豪宅发展商可能会在目前资产净值折让74%及明年预期市盈率6.5倍的水平获得重估。
由于集团在香港主要业务是豪宅,内地为写字楼,该行预计,对其租金收入的影响温和。该行表示,维持对其“增持”评级,目标价25.5港元。

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