《大行報告》摩通對內房H股投資評級及目標價(表)
摩根大通發表研究報告,對內房H股投資評級及目標價表列如下:
股份?投資評級?目標價(元)
大型內房
萬科(02202.HK)?中性?22港元
龍湖(00960.HK)?增持?52港元
潤地(01109.HK)?增持?41港元
中海外(00688.HK)?增持?22.5港元
碧桂園(02007.HK)?增持?9.7港元
中型內房
融創(01918.HK)?增持?27港元
世茂(00813.HK)?增持?22港元
恆大(03333.HK)?增持?7.2港元
龍光(03380.HK)?中性?9.2港元
旭輝(00884.HK)?增持?6.7港元
新城發展(01030.HK)?增持?8.5港元
金茂(00817.HK)?減持→中性?2.2→2.5港元
寶龍地產(01238.HK)?增持?8.7港元
合景泰富(01813.HK)?增持?12港元
富力(02777.HK)?減持?6港元
小型內房
美的置業(03990.HK)?增持?18港元
時代中國(01233.HK)?增持?9.3港元
奧園(03883.HK)?中性?5.5港元
遠洋集團(03377.HK)?減持→中性?1.3→1.7港元
中駿(01966.HK)?增持?4港元
禹洲(01628.HK)?減持?1.4港元
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