《大行報告》摩通:萬科(02202.HK)中期核心利潤勝預期 維持「增持」看18元
摩根大通發表報告,指大部分上市內房企業列賬盈利下跌,萬科(02202.HK)帶來難得的驚喜,上半年核心淨純利按年增9%,較該行預測大幅高出21%。該行表示,基於去年業績表現,早前市場對公司的期待低,即使上半年房地產銷量疲軟,公司仍可維持穩定的房屋交付時間表,其資產負債表維持健康水平,並錄正面營運現金流80億元人民幣流入,該行維持其目標價為18元及其評級為「增持」。
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