《大行報告》瑞信降合景泰富(01813.HK)評級至「中性」 下調目標價至8.23元
瑞信發表報告表示,合景泰富(01813.HK)於今年首9月僅完成全年銷售目標1,240億元人民幣的62%,故第四季每月銷售額須達160億元人民幣,按年增長25%,意味着實現全年目標將面臨一些壓力,主因目前購房氣氛疲弱,且房產稅試點計劃的推出早於預期。
該指指,儘管合景泰富在城市重建方面具有優勢,但由於其土地儲備較緊張,對其銷售增長持更加謹慎的態度,加上預訂進度放緩,將其2021年度至2023年度盈利預測降低6%至11%,每股資產淨值預測降低6%。目標價相應由11.3元下調至8.23元,評級亦由「跑贏大市」降至「中性」。
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