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里昂下调旭辉(0884.HK)目标价至6.5港元评级“买入”
格隆汇 08-14 13:12

里昂发表研究报告,指旭辉(00884.HK)上半年纯利按年增长17%,反映过去两年的强劲销售。经调整毛利率及核心纯利率分别升约1个百分点至34.5%及14.3%。

该行指,虽然旭辉净负债比率达162%,但其优化了土储组合,当中有83%位於一、二线城市,加上派息持续,意味公司现金流情况健康。

整体而言,该行认为旭辉业绩表现稳固,但在销售及派息方面缺乏短期催化剂,维持“买入”评级,目标价则由7.7港元降至6.5港元。

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