《大行報告》里昂降中國海外宏洋(00081.HK)評級至「跑贏大市」 削目標價至4.1元
里昂發表報告指,中國海外宏洋(00081.HK)專注於三、四線城市的房地產開發,在住宅庫存上升的情況下,當地房價有更大的下行空間,或會影響公司未來幾年的純利。
不過,該行相信中國海外宏洋在國企背景支持下可以成為長期行業受惠者,並在市場整合中獲得份額,但過程需時,公司面對目前市場情緒疲弱亦難倖免。因此對該股評級由「買入」下調至「跑贏大市」,目標價由6.8元降至4.1元。
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