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《大行報告》高盛升碧桂園(02007.HK)評級至「中性」 目標價上調至3.2元
阿思達克 11-24 09:58
高盛發表報告指,隨著內地政府對房地產行業的政策轉向,料行業的流動性,特別是具質素的民營發展商料將會改善。 該行表示,碧桂園(02007.HK)目前估值進一步下行,但估值已處低位,相當於今年市賬率0.3倍,認為下行空間有限。同時,碧桂園規模為行業第一,加上項目地域分布廣泛,亦沒有拖欠任何債務,相信其很有可能成為優質民營發展商類別,更容易獲得內地政府在各方面的流動性支持,預計集團的估值將由目前流動性問題推動的水平中恢復。 高盛將碧桂園評級由「沽售」上調至「中性」,目標價由2.7元升至3.2元,同時將資產淨值折讓預測由70%降至60%。
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