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《大行》瑞銀列華潤置地(01109.HK)為行業首選 目標價升至42元
阿思達克 08-15 10:43
瑞銀發表研究報告指,華潤置地(01109.HK)正處於轉型關鍵期,目前股價較資產淨值折讓達50%,市盈率更是內房股中最低之一,認為市場明顯低估其價值,憧憬設立資金用途限制較少的私募房地產信託基金(REITs),將有助發展商加速資本循環。該行又指,若潤地將股息政策改為固定每股股息(DPS),將能提高股息回報可見度,以及減少對開發業務的資本再投入,均將成為價值正面催化劑。瑞銀將華潤置地目標價由37元上調至42元,維持「買入」評級,列行業首選。
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