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《大行報告》大和下調萬科(02202.HK)目標價至11.5元 評級「跑贏大市」
阿思達克 08-15 09:35
大和發表報告指,萬科(2202.HK)首七個月合同銷售按年跌10%至2,240億元人民幣,遜於該行預期,受宏觀經濟逆風及買家信心削弱影響,估計下半年銷售進一步下跌,該行預期萬科今年全年合同銷售下跌14%至4,300億元人民幣。 大和認為,萬科是少數財務狀況未受損的發展商之一,加上內地加大發展房地產信託基金,令持有大量商業項目的萬科受惠,相信萬科繼續受惠政策支持,股價有進一步上升空間。 因應合同銷售減少,大和將萬科今年底每股資產淨值預測由21元下調至17.7元,降其2023年及2024年每股盈利預測19%至32%,目標價由15.8元下調至11.5元,維持「跑嬴大市」評級。
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