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野村:恆大物業(6666.HK)股價過份調整 重申買入評級
格隆匯 06-10 12:38

野村發表研究報吿指,恆大物業(6666.HK)自6月起股價已下跌約19%,認為最近股價調整是因為市場擔心其母公司中國恆大的流動性緊拙,還有其IPO禁售期完結等憂慮,相信現時股價過份調整,中國恆大的流動性情況正得到改善,而恆大物業的第三方業務擴展亦優於預期,維持目標價18.5港元,重申買入評級。

該行認為,其恆大物業估值受到低估,較同業便宜,認為短期內的催化劑有潛在的併購計劃,今年上半年的盈利預警及股份回購計劃等,亦對短期內恆大物業的基本因素保持正面看法,認為公司具有強勁的銷售動力,預期6月的銷售額將達至600億至700億元人民幣,料今年上半年的銷售額將達至3450億至3550億元人民幣,佔其2021年度銷售目標約47%。

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