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大行評級|美銀:小幅下調中國建築國際目標價至11.7港元 維持“買入”評級
格隆匯 05-07 17:11

美銀證券發表報吿,將中國建築國際目標價由12港元下調至11.7港元,維持其“買入”評級。早前的中央政治局會議強調去庫存是樓市主要政策,對公司來自內地社會房屋項目的新訂單增長構成逆風,地方政府基於去庫存的目標,可能傾向購買現有物業,而多於建設更多項目。不過公司的項目種類多元化,地理分佈平衡,在港澳亦有業務,管理層仍有信心今年達到盈利雙位數增長的目標。

該行將其2024至2026年盈利預測下調0.3%至1.5%,以反映上述影響,目標價11.7港元,相當於今年預測市盈率5.7倍,股息率7.2%屬吸引水平。

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