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《大行报告》瑞银料融创中国(01918.HK)在内房股中最受惠政策放松 重申为首选股
阿思达克 02-26 14:02
瑞银发表报告指,融创中国(01918.HK)发盈喜,料去年纯利按年增长超过50%,高於该行预期的增长39%。集团指增长主要由於物业销售交付面积增加。 该行重申对融创中国的「买入」评级,并续为行业首选,股份目标价60.8元。瑞银认为,融创为行业中最受惠近期政策对发展商融资的放松。长期而言,该行喜好集团强劲的土地收购能力,特别是并购陷入困境的发展商,及其文化旅游业务。另外,集团现价相当於今年市盈率4.8倍,对比该行覆盖研究的发展商平均为6.1倍。
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