高盛亚洲:给予恒隆地产(00101.HK)“中性”评级 目标价19.71港元

2018-12-20 11:01:59 来源: 同花顺财经

  高盛亚洲12月19日发布公告。We revise our FY18-20E EPS by from 1.5% to -3.3% and TP by -1.5% to factor-in (1) n updated HK sales progress, (2) assumptions for Hangzhou, (3) FX, with a new 12-month NAV-based target price of HK$19.71. While HLP trades at a 59% discount to our FY19E NAV, versus the stock’s historical NAV discount levels of 49% (post-QE average) and 57% (-1SD), we remain Neutral partly on increased macro uncertainties (e.g., RMB FX) and a likely smaller growth trajectory in 2H18 as we may see negative FX impact from the company’s China rentals.

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