《大行報告》美銀證券下調合景泰富(01813.HK)目標價至11.2元 評級「買入」
美銀證券發表報告指,由於行業轉變,對合景泰富(01813.HK)更為適度的增長展望並不驚訝(今年合約銷售增長維持逾20%,明年至2023年則為雙位數而非20%)。而集團的派息比率目標由45%降至35%-40%則有少許令人失望,但亦是可以理解。該行指,集團未來三年核心盈利年複合增長率應可達11%,仍高於其他小型內房發展商。
美銀下調合景泰富股份目標價,由13.3元降至11.2元,評級維持「買入」,並調低集團今年至2023年盈利預測9%至10%。
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