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《大行報告》大摩下調福壽園(01448.HK)目標價至10元 評級「增持」
阿思達克 03-29 11:13
摩根士丹利發表報告,下調福壽園(01448.HK)目標價由10.8元至10元,評級「增持」。 大摩指,福壽園公佈去年下半年業績後,對其2022年至2030年的收益預測降低5%至13%,以反映內地新冠疫情發展的不確定性,可能會影響現場考察和合同簽署,及併購的步伐可能放緩,加上隨着業務在上海以外地區的擴張,銷售均價的上升速度放緩。 不過,大摩指,以市盈率爲基礎的估值表明,相較增長前景,福壽園仍有充裕上行空間,包括大量的土地儲備,巨大的未被充分滲透的市場,以及行業領導地位。
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