《大行報告》瑞信微降綠城管理(09979.HK)目標價至8.01元 評級「跑贏大市」
瑞信發表報告表示,將綠城管理控股(09979.HK)2022和2023財政年度的每股盈利預測分別下調0.3%和0.1%,將目標價由8.04元下調至8.01元,維持「跑贏大市」評級。
該行認為,綠城管理將繼續受益於開發商的供給側改革,認為其為期三年的股權激勵計劃將更好地分配利益。
瑞信引述綠城管理管理層表示,在4月份營運放緩之後,管理層預計6月份勢頭將加速,有95個項目正在談判中,疫情對施工的影響有限,只有一個項目完全停工,在300個在建項目中,只有不到10個項目的施工暫停時間超過20天。
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