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匯豐:升世茂房地產(0813.HK)目標價至32.7港元 重申“買入”評級
格隆匯 10-29 16:44

匯豐發佈報告稱,將世茂房地產(00813.HK)目標價升18%,由原來27.6港元升至32.7港元,重申“買入”評級。

該行認為,世房銷售將會在第四季後期上升,同時繼續在明年提供可持續高質素增長,如果執行能力持續實現,集團將會連續四年穩健發展,預計集團盈利及毛利率將能見度堅實,資產負債表會維持穩定,對再融資的擔憂率降至最低,強調認為集團的估值應趕上大型同行。

該行稱,將世房2019年合約銷售預測上調6%,至2370億人民幣,較公司目標高出13%,同時將明年的核心盈利提高60%。該行又稱,股價走勢將取決於11月和12月的合約銷售形勢,而如果今年業績強勁,前景應有助於支撐價格重估。

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