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《大行報告》花旗上調融創中國(01918.HK)目標價至51元 評級「買入」
阿思達克 03-17 09:39
花旗發表研究報告指,融創中國(01918.HK)業績勝預期,目前已進入發展新階段,根據當局三條紅線要求負債水平降至「黃檔」,並預期持續去槓桿及降成本,明年可進一步下降至「綠檔」安全水平,進入平穩增長期。

該行指,融創中國今年有9,000億元人民幣可售資源,分佈於內地55個主要城市,預期未入帳銷售額9,500億元人民幣可支持至2023年盈利複合增長10%。

花旗認為,融創未來將專注於發展「物業+」業務,去年文旅業務盈利按年增長逾3倍,可持續受惠於內地的本地旅遊及消費升級趨勢,予「買入」評級,目標價由46.8元升至51元,認為估值吸引。

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