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《大行報告》摩通相信融創中國(01918.HK)目標價應只值1元 評級「減持」
摩根大通發表報告指,融創中國(01918.HK)經過一年多的停牌後於4月13日(今日)復牌,預計股價將急挫。予評級「減持」,目標價為1元。 摩通稱,自停牌以來,受困同行股價已經累跌68%,若參考龍光(03380.HK)和佳兆業(01638.HK)復牌後的股價表現,股價在5個交易日內均挫56%至60%。 此外由於該行預計融創中國賬面價值將繼續下降,根據今年0.1倍目標市賬率預測,認為該股應只值1元,即潛在下跌空間達78%,如果賬面價值繼續縮水,未來仍有進一步下跌的風險。
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