《大行報告》瑞信下調中交(01800.HK)目標價至6.6元 評級「跑贏大市」
瑞信發表報告,維持中國交通建設(01800.HK)「跑贏大市」投資評級,基於中國恆大(03333.HK)事件發展將影響內房行業,將對中交建設2021年至2023年的每股盈利預測下調各3.3%及3.2%,因爲收入增長略微放緩,而且對其壞賬準備的假設較高。
該行指,下調對中交建設H股目標價,由6.83港元下調至6.6港元,A股目標價就由11.47元人民幣下調至11.09元人民幣。
瑞信認爲,內地房地產建築業務可能面臨新訂單和收入的放緩,及應收賬款回款速度放緩的風險。
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