Market Brief

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Author

梁文軒先生 (Eddie Leung)
助理經理

現任職輝立助理經理,對投資股票、期權經驗豐富。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
Phone:
3667 0668

九龍倉置業(1997)

Monday, November 27, 2017 Views7247

九龍倉置業完成分拆後,集團不再為九倉的附屬,但仍將為會德豐(00020)附屬,會德豐

將持有其61.59%權益並成為其控股股東。集團主要在本港從事發展商用物業、寫字樓投資

及酒店經營。集團在物業管理方面有多年經驗,對喜歡投資收租物業股的投資者可考慮選

擇九置,因該集團擁有很多一線物業投資包括海港城、時代廣場、荷里活廣場、中環卡佛

大廈、會德豐大廈等等,涉及樓面面積1100萬方呎,總值逾2300億港元,每年營業額超過

130億港元。另外,集團並於中國投資物業包括蘇州國際金融中心、蘇州尼依格羅酒店、

重慶寰宇天下等項目。截至2017年6月止半年度,集團營業額上升8﹒4%至95﹒

46億元,投資物業、發展物業及酒店業務均錄得增長。

 

至2017年6月止半年度

1.  投資物業:營業額上升3﹒7%至66﹒01億元,營業盈利增加4﹒6%至58﹒87億元;

2. 發展物業:營業額上升28﹒5%至21﹒66億元,營業盈利增加1﹒6倍至11﹒35億元;

3. 酒店:營業額上升4%至6﹒46億元,營業盈利增長35﹒8%至1﹒44億元;

4. 投資及其他:營業額下跌0﹒7%至1﹒33億元,營業盈利下降9﹒4%至7700萬元;

 

相信九置將來可以做得更好。建議買入價48元,止蝕價46元,目標價53元。

 

 

本人梁文軒為證監會持牌人士。截至本評論文章發表日止,本人及或其有聯繫者並無持有全部提及之證券的所有相關財務權益。

 
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