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摩通:上調恆大(3333.HK)評級至“增持” 目標價15港元
格隆匯 06-08 16:29

摩根大通發表研究報吿指,中國恆大(3333.HK)發佈聲明、回購股份等一系列動作大幅提振了市場的信心,同時公司銷售持續強勁也消除了市場擔憂,上調評級至“增持”,目標價為15港元。

摩根大通認為,恆大還有1.819億股的配額可以回購,預計公司還會繼續回購。此外,恆大的發展路線已經清晰,完成以民生地產為基礎的“多元產業+數字科技”轉型,無論是物業、大汽車、騰網路均已得到市場認可,房車寶、大童世界、大冰泉等也將陸續分拆上市,一旦取得成功,這些資產的價值將會進一步顯現。

與此同時,恆大降負債也遠超預期。從去年3月份開始,通過實施“高增長、控規模、降負的發展戰略,大的有息負債大幅下降近3000億。大主席許家印日前透露,本月底前大的有息負債有望從去年最高的8743億降到6000億以下,三條紅線至少實現一條變綠

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