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大行評級|里昂:下調萬科目標價至6.1港元 至少未來12個月流動性風險可控
里昂下調對萬科目標價,由12.8港元降至6.1港元,維持“跑贏大市”評級。該行指,萬科去年差劣業績及不派息固然令人失望,但在困難環境下,生存為首要任務。該行相信萬科在深圳政府及深圳國企支援下,可處理流動性風險,至少未來12個月可把部分商業資產、房屋租賃及物流與倉儲業務變現。該行亦認為,萬科為少數運作良好的房企,應可從銀行取得更多經營物業貸款。
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