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《大行报告》美银证券上调中海宏洋(00081.HK)目标价至6.8元 评级「买入」
阿思达克 03-24 11:15
美银证券发表研究报告,指中海外宏洋(00081.HK)毛利逊预期但收入和纯利均胜预期,基於集团具国有企业背景及受到中海外(00688.HK)支持,其营运较其他同业稳定,在「三条红线」出台後,在众多小型股中看好公司,同时因集团基数较低,其增长将较大型企业快,因此维持其「买入」评级,目标价由6.1元升至6.8元。

该行指,公司目前未入账销售毛利为20至25%,该行料公司可达至上述区间的高位。在内房的三大重要指标中,公司目前只有负债比率未达标,为72%,但相信今年底可解决,将设法遵守三条红线规定。管理层相信今年的合同销售增长可至少达双位数,惟该行认为有关说法较保守。

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