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太古核心溢利挫49% 午後轉跌1.4% @ 2012-08-10T15: Back Hot News
Keyword:太古地產 半年 中期 盈利 基本
Concept:太古地產中期租金 , 基本盈利24億4300萬元
位數至低雙位數。其中,預期太古地產(01972)中期盈利倒退10%,主要由於去年出售
廣東太古主要從事冷藏業務,現時在廣東經營3個冷藏庫,交易完成後,該集團將進一步擴充及發展其在內地冷藏業務。而旗下國泰航空(293)6月份客運量數據已較5月份有明顯改善,反映前景開始好轉。另外,受惠太古地產(1972)有新項目出售入帳,以及旗下物業租金強勁增長帶動,料下半年盈利會有所提升。本周五太古系將公布中期業績,雖料無驚喜,但市場已有預期,及對下半年業績有信心,太古股價已見一年新高,料大市氣氛好轉下,股價有上升空間,建議94元買入,目標105元,跌破89元止蝕。
不過,由於恆地於上半年期內並無物業推售,該行預期恆地中期盈利將按年倒退33%。至於其他地產發展商,料新地盈利增長1%至嘉華多賺4﹒2倍不等。

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