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《大行報告》花旗下調遠洋集團(03377.HK)目標價至1.67元 評級「中性」
花旗發表研究報告指,遠洋集團(03377.HK)上半年經營狀況穩健,期內加強於華南及西部地區的業務拓展,並在17個城市建立42個物流項目,且融資成本維持低水平。 但該行認爲,公司首七個月僅完成全年目標約42%,若要達未來3年收入複合增長15%,將需要加把勁。花旗表示,於見到長遠盈利增長可見性以及估值合理水平之前,將維持對其「中性」評級,目標價由1.68元下調至1.67元。 花旗指,管理層對下半年銷售仍抱有信心,指出下半年可售貨值達1,800億元人民幣,並預期在舊改項目推動下2022至2023年銷售可持續增長。
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