中金:重申旭輝(0884.HK)“跑贏行業”評級 維持目標價6.99港元
中金髮布報告稱,旭輝控股集團(00884.HK)發佈公告,2019年前9個月銷售同比增長28%達到1368億元。重申公司為我們的首選標的之一。
公司2019年前9個月收購的地塊位置優越,約80%的總建面位於一二線城市,且權益比例較前幾年的40-55%上升至73%。同時新地塊樓面地價降至4800 元/平方米左右,在當前售價下毛利率達到26-27%。在拿地改善的支持下,旭輝2019上半年末土儲總貨值擴張至 9800億元,且平均土地成本每平米下行約100元。
該行表示,重申“跑贏行業”評級,維持目標價6.99港元。
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.