《大行報告》瑞信一舉升融創(01918.HK)評級至「跑贏大市」 目標價上調至19.3元
瑞信發表報告,預期融創中國(01918.HK)股價將出現反彈,主因內地房地產政策或會轉為對需求提供更多支持,且主要開發商有序去槓桿將成為監管機構的優先事項。
該行預期,在更多新項目推出下,融創本月的銷售料能改善至約500億元人民幣,而利好的按揭政策亦有望令現金收款率維持超過90%。雖然內房發展商需時改善營運及財務,但相信政策展望好轉能推動對融創的市場情緒及其股價有更強反彈。
瑞信一舉將融創股份評級由「跑輸大市」升至「跑贏大市」,目標價由16.9元上調至19.3元。至於今明兩年盈利預測分別下調0.4%及1.4%,2023年則升2.4%。
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