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港股异动 | 越秀地产(00123)现涨超3% 附属以43.94亿元竞得天河世界大观二期地块

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越秀地产(00123)现涨超3%,截至发稿,涨2.94%,报6.31港元,成交额1196.13万港元。

消息面上,越秀地产发布公告,2023年12月28日,透过广州宏泰房地产开发有限公司(公司实际拥有27.7725%权益的联营企业),通过公开挂牌方式以人民币43.9355亿元成功竞得广州市天河区黄云路AT1003010、AT1003075、AT1003082地块(“广州市天河区世界大观二期地块”)。

交银国际此前发布研报称,认为越秀的销售业绩仍然领先大多数同业,并且是在不利市场条件下率先完成全年销售目标的开发商。该行保持对越秀“买入”评级,目标价调整至10.7港元,较资产净值折让50%,维持越秀为该行2024年行业首选。

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