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富瑞:上調奧園(3883.HK)目標價至15.39港元 收購京漢助提升資產淨值
格隆匯 04-08 14:25

富瑞發表研究報告指,中國奧園(3883.HK)近日斥11.6億元人民幣,收購京漢實業投資集團約29.99%股權,上述收購將為奧園帶來逾100億元人民幣的可售資源,並加強在一二線城市的佈局,提升今年預售增長至逾20%,將可令資產淨值提升約3%,將目標價由15.06港元,上調至15.39港元,維持“買入”投資評級。

富瑞表示,上述項目將為奧園提供約30%毛利率,並可增加100億人幣可銷售資源,同時提升今年合約銷售增長至逾20%。該行上調今年預售預測3%至1430億元人民幣,並將2021至2022年盈利預測上調1-2%。

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