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大摩:升中国金茂目标价至1.32港元 上调销售及毛利率预测
Zhi Tong Cai Jing· 2025-10-06 05:50
摩根士丹利发布研报称,将中国金茂(00817)目标价由1.2港元升至1.32港元,维持"与大市同步"评级。 因应公司今年首九个月物业销售同比升27%,该行将全年预测上调11%至1,180亿元人民币,意味同比增 长20%,连带2025至27年各年收入预测上调6%、10%及11%。另外,该行将2025至27年的开发业务毛利 率预测分别上调2.2个、2.9个及3.9个百分点,至11.5%、13%及12.6%,相比起2024年为11%,因近年新 增项目的平均售价表现好过预期。 ...
大摩:升中国金茂(00817)目标价至1.32港元 上调销售及毛利率预测
智通财经网· 2025-10-06 05:46
智通财经APP获悉,摩根士丹利发布研报称,将中国金茂(00817)目标价由1.2港元升至1.32港元,维 持"与大市同步"评级。因应公司今年首九个月物业销售同比升27%,该行将全年预测上调11%至1,180亿 元人民币,意味同比增长20%,连带2025至27年各年收入预测上调6%、10%及11%。另外,该行将2025 至27年的开发业务毛利率预测分别上调2.2个、2.9个及3.9个百分点,至11.5%、13%及12.6%,相比起 2024年为11%,因近年新增项目的平均售价表现好过预期。 ...
大摩升中国金茂目标价至1.32港元 上调销售及毛利率预测
Ge Long Hui· 2025-10-06 03:01
摩根士丹利发表报告,将中国金茂(0817.HK)目标价由1.2港元升至1.32港元,维持"与大市同步"评级。 因应公司今年首九个月物业销售按年升27%,该行将全年预测上调11%至1,180亿元人民币,意味按年增 长20%,连带2025至27年各年收入预测上调6%、10%及11%。另外,该行将2025至27年的开发业务毛利 率预测分别上调2.2个、2.9个及3.9个百分点,至11.5%、13%及12.6%,相比起2024年为11%,因近年新 增项目的平均售价表现好过预期。计及税务支出增加带来部分抵消,该行将2025年每股盈利预测下调 1%,而26及27年则分别上调12%与14%。 ...
金奥国际(00009.HK)2024年度扭亏为盈至6.15亿港元
Ge Long Hui· 2025-09-30 15:23
公司拥有人应占盈利为6.15亿港元,较2023年同期亏损14.22亿港元相比实现扭亏为盈。每股基本溢利 ╱(亏损)约为17.22港仙(2023年:(39.86)港仙)。董事局不建议就截至2024年12月31日止年度派付股息 (2023年:无)。于2024年12月31日,现金及现金等值项目约为95,000港元(2023年12月31日:76,000港 元)。 格隆汇9月30日丨金奥国际(00009.HK)公告,截至2024年12月31日止年度,物业租金收入为总收益贡献 收入减少至约45.5万港元(2023年:1760万港元),乃由于根据法院命令于2024年初强制终止租赁所致。 由于联排别墅区将于2024年中期前完工,故物业销售并无为总收益贡献收入(2023年:2116.5万港元)。 ...
当代置业公布2023年业绩 公司拥有人应占亏损约143.13亿元 同比增长221.37%
Zhi Tong Cai Jing· 2025-09-30 15:21
Core Viewpoint - Contemporary Land (01107) reported a revenue of approximately 5.704 billion, representing a year-on-year increase of 1.78%, while the loss attributable to shareholders was approximately 14.313 billion, a significant increase of 221.37% [1] Revenue Summary - The revenue growth was primarily driven by an increase in average selling prices, which led to a revenue increase of approximately 180 million from property sales year-on-year [1] Loss Summary - The loss attributable to shareholders amounted to approximately 14.313 billion, with a loss per share of 512.1 cents, indicating a substantial increase in losses compared to the previous year [1]
当代置业公布2025年中期业绩 公司拥有人应占亏损约11.08亿元 同比收窄70.79%
Zhi Tong Cai Jing· 2025-09-30 14:10
Core Viewpoint - Contemporary Land (01107) reported a significant decline in revenue for the first half of 2025, primarily due to reduced delivery area and property sales revenue [1] Financial Performance - Revenue for the first half of 2025 was approximately 418 million, representing a year-on-year decrease of 58.42% [1] - The loss attributable to the company's owners was approximately 1.108 billion, which narrowed by 70.79% year-on-year [1] - Earnings per share reflected a loss of 39.6 cents [1] Revenue Breakdown - The decrease in revenue was mainly attributed to a reduction in the area delivered, with property sales revenue declining by approximately 570.5 million year-on-year [1]
当代置业(01107)发布2024年中期业绩 股东应占亏损37.94亿元,同比增加278.42%
智通财经网· 2025-09-30 14:04
Core Viewpoint - The company reported a significant decline in revenue and an increase in losses for the six months ending June 30, 2024, indicating challenges in property sales and delivery [1] Financial Performance - The company achieved revenue of 1.004 billion yuan, a year-on-year decrease of 69.88% [1] - The loss attributable to shareholders was 3.794 billion yuan, an increase of 278.42% year-on-year [1] - Basic loss per share was 135.7 cents [1] Revenue Drivers - The decrease in revenue was primarily due to a reduction in the area delivered, with property sales revenue decreasing by approximately 2.323 billion yuan year-on-year [1]
当代置业公布2024年业绩 公司拥有人应占亏损约74.59亿元 同比收窄47.89%
Zhi Tong Cai Jing· 2025-09-30 13:58
公告称,收益减少主要因为平均售价增加,导致物业销售的收入同期减少约26.24亿元。 当代置业(01107)公布2024年业绩,收益约31.33亿元,同比减少45.07%;公司拥有人应占亏损约74.59亿 元,同比收窄47.89%;每股亏损266.9分。 ...
恒和集团(00513)公布年度业绩 公司拥有人应占亏损约2.59亿港元 同比增长0.7%
智通财经网· 2025-09-29 15:00
Core Viewpoint - Henghe Group (00513) reported a significant increase in revenue for the fiscal year ending June 30, 2025, with a revenue of approximately HKD 586 million, representing a year-on-year growth of 62.55%. However, the company recorded a loss attributable to shareholders of approximately HKD 259 million, a slight increase of 0.7% year-on-year, with a loss per share of 37.93 HKD cents [1]. Revenue Performance - The increase in revenue is primarily attributed to property sales amounting to approximately HKD 221 million [1]. Loss Analysis - The annual loss is mainly due to a fair value loss on investment properties amounting to approximately HKD 276 million, along with an impairment loss on mining rights of approximately HKD 26.6 million [1].
恒和集团公布年度业绩 公司拥有人应占亏损约2.59亿港元 同比增长0.7%
Zhi Tong Cai Jing· 2025-09-29 14:57
Core Viewpoint - Henghe Group (00513) reported a revenue of approximately HKD 586 million for the year ending June 30, 2025, representing a year-on-year increase of 62.55% [1] - The company recorded a loss attributable to shareholders of approximately HKD 259 million, which is a year-on-year increase of 0.7% [1] - The loss per share was HKD 0.3793 [1] Revenue Analysis - The increase in revenue is primarily attributed to property sales amounting to approximately HKD 221 million [1] Loss Breakdown - The annual loss is mainly due to a fair value loss on investment properties amounting to approximately HKD 276 million [1] - Additionally, there was an impairment loss on mining rights of approximately HKD 26.6 million [1]