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《大行报告》摩通上调融创(01918.HK)目标价至41元 评级「增持」
阿思达克 03-15 10:05
摩根大通发表研报指,融创中国(01918.HK)2020年业绩在核心净利润、利润率、负债水平及派息等各方面都与市场预期一致,认为融创已由过去的高增长方针成功转变为平稳发展。

该行认为,2020年业绩是自当局实施实施「三条红线」措施後,内房开发商交出的首份成绩表,融创於去年底止净债务比率已降至96%,去年减慢补充土储,但今年可售资源仍达到9,060亿元人民币,土地转化率有所提升。

摩通表示,融创今年上半年可销售资源占比由30%增至40%,预期上半年销售表现理想,预测今年合约销售额增长将加快至10%,予评级「增持」,目标价由40.5元升至41元。

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