大摩:相信中駿(01966.HK)股價15日內將升 評級“增持”
摩根士丹利發表技術研究報告,考慮到中駿集團(01966.HK)去年銷售表現理想,料其股價於未來15日將上升,發生此概率料60%至70%,予目標價6.25港元,相當於去年底每股資產淨值(NAV)折讓50%,評級“增持”。
報告指,基於克而瑞(CRIC)發佈的內地200強開發商去年12月銷售數據,顯示中駿單月合約銷售額錄100億人民幣(下同),按年增長111%,令2019年全年銷售額約810億元,按年增長57%,達全年銷售目標700億元的115%。
大摩預期,內地樓市趨向正常化,由於庫存低及地方政府政策靈活,料房價不會大幅下降,以基本情境計,估計未來內地一、二線城市樓價將與去年10月份水平持平,而其他低線城市未來十二個月則將較去年10月份跌3%,對樓市看法維持審慎。

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