富瑞:給予旭輝(0884.HK)買入評級 重申為內房股首選
富瑞發表研究報告指,永升生活服務(1995.HK)以先舊後新形式配售1.34億股股份,所得款項淨額約16億港元,認為將對旭輝控股集團(0884.HK)有利,股份今個星期已升15%,預料未來強勁的銷售將對估值有支持作用。該行予旭輝目標價8.08港元,評級為買入,重申旭輝為內房股首選。
富瑞估計,永升生活的股份配售及合併等交易,將使旭輝的淨負債率累計下降8個百分點。同時集團5月份的銷售按年增長26%,使年初至今的銷售跌幅收窄至16%,預計6月份銷售將實現10%的按年增長,而第三季將按年增長30%以上,達到其2300億元人民幣的全年銷售目標。

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