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《大行报告》瑞信上调中海宏洋(00081.HK)目标价至7.4元 评级「跑赢大市」
阿思达克 03-03 09:52
瑞信发表报告指,中国海外宏洋(00081.HK)今年1月份合约销售额按年增长87%至53亿元人民币,按月升幅已接近2020年水平,预期2020至2022年平均每年合约销售额增长幅度为约28%,认为中海宏洋於三线城市有较强的竞争力及提高销售的执行能力,其强大的资产负债表亦为长期增长铺路。

该行指,中海宏洋继续加快土地收购,买地预算占该年销售额占比不断提升,由2018年的48%升至2020年的71%,充足土储为未来销售打好基础,预计2021年的合约销售将可增长31%。

瑞信表示,中国海外宏洋与中国海外系公司有协同效应,加强其融资能力并丰富项目采购渠道,将新收购土地的资产净值估计调高2%,微调2020至2022财年每股盈利预测,上调目标价,由7.3元升至7.4港元,维持「跑赢大市」评级。

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