大和:重申合景泰富(1813.HK)買入評級 目標價16.2港元
大和發表報吿指,合景泰富(1813.HK)上半年錄562億人民幣,按年上升53%,完成全年目標1240億元人民幣的45%。雖然大部分發展商因在疫情後銷售正常化減輕,預計未來第三季續在銷售增長上收窄,但預計合景泰富在各個城市推出新盤後,其第三季度銷售額將保持強韌。
報吿又指,合景泰富在今年上半年土地收購相對同業謹慎,公司指因目標地區土地價格昂貴。雖然年初至今保守土地儲備引發了投資者擔憂,但公司計劃通過公開拍賣或其他方式加快土地購買。公司第二季城市更新項目取得進一步進展,預計下半年城市更新項目可售資源約為100億元人民幣,2022年約為200-300億元人民幣。
該行又指,公司目標今年末成為三條紅線中的“綠線”公司,大和對該股重申買入評級,目標價16.2港元。

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