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中金:重申中國海外發展(0688.HK)“跑贏行業”評級 目標價34.58港元
格隆匯 10-25 16:53

中金髮布報告稱,中國海外發展(00688.HK)前3季度銷售額同比增長28%至2900億港元。重申公司是板塊首選標的之一。

預計4季度單月銷售額為290-300 億港元,帶動全年銷售額實現約25%的同比增長。該行認為在充足的可售資源支撐下,2020年公司 銷售將延續良好勢頭。此外,公司管理效率有所提升, 拿地到開盤時間平均縮短到9個月左右(北方地區可以達到5-6個月),從而保證更加靈活和充足的新貨供應。

該行表示,重申“跑贏行業”評級和目標價34.58港元。

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