《大行报告》瑞信升雅居乐(03383.HK)评级至「中性」 目标价上调至10.9元
瑞信发表研报告指,雅居乐(03383.HK)上半年的核心利润按年增长111%至33亿元人民币,主要由於高利润的海南项目入帐占比提高。报告指,雅居乐若要达成全年销售目标,8月至12月份销售表现则需要增长4%,预期下半年推出新增可售货值约1,170亿元人民币,销售增长可回到正轨。
该行指,虽然雅居乐在其他低线城市面对一些压力,但相信可继续受惠於海南住房需求改善。去杠杆进展亦令人满意,将2020至2022年盈利预测上调14%至16%,目标价由7.7元升至10.9元,评级升至「中性」。
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