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《大行報告》里昂升中國金茂(00817.HK)目標價至2.7元 評級「買入」
阿思達克 01-11 10:36
里昂發表研究報告指,儘管中國金茂(00817.HK)去年合同銷售額優於100強發展商,但仍落後於領先的國企同業,土地收購亦有放緩。上述因素部分解釋了集團去年股價表現不及國企同業。然而,隨著內地於上月重新開放,集團在土地和併購方面得到更多機會,這或令公司以更高的利潤率支持未來的增長。 該行下調中國金茂2022至24財年的盈測,以反映低於預期的2022年合同銷售額,惟將目標價從2.5元上調至2.7元,以反映基本面改善,重申「買入」評級。
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