《大行報告》大和下調旭輝(00884.HK)目標價至7.2元 評級「買入」
大和表示,旭輝(00884.HK)去年盈利表現遜預期,管理層目標今年合同銷售金額持平。該行指集團仍然是爲數不多財務穩定的非國有房企之一,在現時相對緊張的信貸環境下,集團仍然可發行債券,反映集團仍有多種融資渠道,重申其「買入」評級。
由於該行降低旭輝2022-2024年的合同銷售額和毛利率預測,因此下調其2022-2024年的每股盈測19%-20%,目標價相應由7.8元下調至7.2元。
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