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大行評級 | 中金:下調世茂集團目標價31%,公司下調增長目標後股價短線料承壓
uSMART盈立智投 12-07 09:16

彭博新聞社報道,中金公司表示,將世茂集團從首選股名單中剔除,將公司2020年盈利預測下調3%、2021年下調7%,因交付推遲、銷售增長放緩。

分析師張宇等人在報告中表示,目標價降至31.09港元。

仍維持強於大盤評級,預計公司中期內增速將超過同行的平均增速。

花旗分析師Ken Yeung在報告中表示,世茂重新設定的10%以上的年銷售增長目標更有持續性,公司預計前10大地產商未來的年平均銷售增速低於10%。

該股估值不高,維持買進。

世茂集團上週五大跌至八個月低點,之前管理層降低銷售增長預期。

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