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《大行报告》花旗下调中海宏洋(00081.HK)目标价至4.35元 评级「中性」
阿思达克 12-22 10:13
花旗发表研究报告,料中国海外宏洋(00081.HK)长远增长符预期,在公司新管理层上任後,今年首十一个月合约销售额按年升19%,可售资源於今明两年分别为650亿元及900亿元,并扩张至更多内地的新城市。

该行指,目前担心中国海外宏洋新的合营模式,以及租赁结构的条款会较偏向母公司中海外(00688.HK),相信未来若可清晰母企对公司的持股量,料将可引发另一轮的重估。

花旗指,中国海外宏洋目前主力发展三四线城市,引致利润或受压,维持中国海外宏洋「中性」评级,下调对其目标价由5.5元降至4.35元,此相当预测明年市盈率3倍。

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