《大行报告》美银美林降合景泰富(01813.HK)评级行业首选润地及中海外等四股
美银美林发表报告表示,基於内地对内房商融资收紧,料投资者会由小型内房股「换马」至大型内房股,虽预料人行未来或有机会减息,但内房股潜在受惠或较迟滞,因内地政府会持续对行业实行收紧政策,会抵销潜在减息正面因素。
该行指,内房股目前估值相当预测市盈率6.3倍,并喜爱大型及中型内房发展商,并指首选股包括华润置地(01109.HK)、中国海外(00688.HK)、融创中国(01918.HK)、世茂房地产(00813.HK),因在一二线城市具业务及潜在受收紧政策影响较少,并料上半年及全年业绩可令人满意。
美银美林称,下调合景泰富(01813.HK)评级,由「中性」降至「跑输大市」,将目标价由8.2元降至7.9元,指其股价已全面反映价值。
该行料内房股今年上半年盈利按年增长20%,此符合全年预期,料中国奥园(03883.HK)、融创中国、世茂房地产、旭辉控股(00884.HK)及中海外宏洋(00081.HK)按年盈利增长强劲可期。
此外,美银美林亦调整了内房股目标价,华润置地目标价由39元升至41元,维持「买入」评级;中国海外目标价由32元升至34元,维持「买入」评级;融创中国目标价由49元升至54元,世茂房地产目标价由27.7元升至28.7元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.