《大行報告》高盛下調碧桂園(02007.HK)目標價至1.4元 評級「中性」
高盛發表研報,下調碧桂園(02007.HK)2023至2025年的基本盈利預測,以反映年內該公司房地產銷售額和平均售價低於預期,以及近期未能支付票息和土地款項等流動性壓力上升徵兆。
該行指出,碧桂園在中國低線城市的敞口較高,因此預計流動性狀況仍將充滿挑戰,估計公司可能需要1,000億至1500億元人民幣的額外資本,才可保障旗下項目建設如常推進,目標價降至1.4元,評級為「中性」。
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