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《大行報告》花旗降會德豐(00020.HK)目標價至56.8元維持「買入」評級
阿思達克 08-13 14:49

花旗報告指會德豐(00020.HK)受惠於香港項目銷售率高,未入帳收入高達350億元,該行預期公司已鎖定2019年全年(Oasis Kai Tak)、2020年全年(Malibu)及2021年部分(Montara & Grand Montara)香港物業銷售收入。

此外,公司計劃下半年將推售日出康城第9期項目(1,653伙),該行預期將再次吸引強勁購買力。該行維持會德豐「買入」評級,惟目標價由73.7元降至56.8元,以反映淨資產值下降(九倉(00004.HK)及九倉置業(01997.HK)目標價較低),及因宏觀/本地逆風而給予較大淨資產值折讓等因素。

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