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《大行報告》美銀證券上調旭輝控股(00884.HK)目標價至6.7元 評級「買入」
阿思達克 03-30 10:24
美銀證券發表的研究報告指,旭輝控股集團(00884.HK)去年核心盈利按年升25%至69億元人民幣,每股派息按年增27%至38港仙,當中4港仙為慶祝公司20周年的特別息,除了公司業績符預期、派息有驚喜外,管理層亦很有信心今年合約銷售增長最少15%,而盈利增長則在20%以上。

該行指出公司快速增長的同時,財務表現穩健,而過去幾年為控制槓桿公司亦犧牲了一些增長,但亦是這樣令公司在現時環境下仍能維持有彈性的增長。該行予旭輝「買入」評級,並視之為首選之一,將目標價由6元升至6.7元。

美銀證券指出,公司的人力資源管理及開放的管理模式是其主要競爭力,透過新的建造模式,公司成功將建造期縮短四個月,認為疫情下有助減輕工程延誤帶來的影響,另外公司亦由二級架構改成三級架構,為擴大規模做好準備,而為擴闊土地來源,公司亦增加了併購及重建項目的比例。

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