中信里昂:重申佳兆業集團(1638.HK)“確信買入”評級 目標價5.6港元
格隆匯6月1日丨中信里昂今日發研報指,強勁的住房需求抵消了2019新冠肺炎疫情的影響,深圳房地產市場仍保持彈性,銷售量和銷售業績持續改善。在2020年4月,佳兆業集團(1638.HK)實現了180億元人民幣(同比下降12%)的預售總額,其中39%來自深圳。該行相信,未來幾個月,該公司將繼續經歷強勁的預售回升。中信里昂還稱,公司信貸前景料將穩定,這意味着公司增加派息的可能性更高。該行重申對佳兆業的高度確信買入評級,目標價5.60港元,該目標價較5月29日收盤價2.83港元有大約98%的潛在升幅。
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