野村:維持世茂集團(0813.HK)目標價43.35港元 評級“買入”
野村發研報指,上週有報道指世茂集團(0813.HK)旗下一間附屬公司現正與陸家嘴國際信託就延長借款的還款期進行商討,其後集團召開投資者會議,並表示該傳聞不屬實。該行維持“買入”評級,目標價43.25港元。
野村指,管理層預期10月份合約銷售約200億元人民幣,按年跌33%,預期全年合約銷售約2900億元人民幣,低於目標的3300億元人民幣。集團已在7月份起減價促銷,不過其減價幅度沒有同業般高,管理層對明年銷售樂觀,不過全年合約銷售或會再下跌。野村指,集團在買地方面將會變得更保守,以保留更多現金。

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