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【大行報告】野村首予太古A(0019-HK)減持評級,下望82元 @ 2012-08-10T18: Back Hot News
Keyword:太古地產 租金
Concept:半年物業 , 太古地產中期租金
*太古地產:上半年租金收入按年升5%至43.9億元 料零售續向好
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。

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