《大行報告》大和下調萬科(02202.HK)目標價至15.8元 評級「持有」
大和發表報告指,萬科(02202.HK)子公司萬物雲(02602.HK)於9月29日在香港聯交所上市,最終發售價為每股49.35元,市值達576億元,成為來港上市的第二大的內地物業管理服務商,經全球招股發售後,萬物雲仍是萬科旗下的公司,將持有56.6%股權。惟該行注意到,萬物雲估值自去年12月以來,已減少一半。
該行補充,萬科今年首八個月合約銷售按年下跌37%,較上半年跌幅有所收窄,與公司預期一致。該行將萬科目標價由16.8元下調至15.8元,以反映人民幣貶值的因素,維持其「持有」評級。(ca/s)
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