《大行報告》花旗:物業銷售疲弱 下調個別內房和物管股目標價
花旗發表報告,對部分內房及相關股份的分析模型進行調整,因應整體樓市具挑戰,下調華僑城A(000069.SZ)、紅星美凱龍(01528.HK)及合景泰富(01813.HK)的估算、目標市盈率或資產淨值倍數。另外因應在管面積與樓市挑戰相關,下調雅生活服務(03319.HK)、世茂服務(00873.HK)及融創服務(01516.HK)的估算及目標市盈率倍數。最新投資評級及目標價表列如下:
股份 | 投資評級 | 目標價(港元)
雅生活服務(03319.HK) | 中性 | 4.36元 -> 3.3元
合景泰富集團(01813.HK) | 沽售 | 0.86元 -> 0.4元
紅星美凱龍(01528.HK) | 中性 | 3.1元 -> 1.9元
世茂服務(00873.HK) | 中性 | 1.63元 -> 1元
融創服務(01516.HK) | 中性 | 2.27元 -> 1.7元
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