《大行報告》摩通對內房股投資評級、目標價及估值預測(表)
摩根大通發表報告表示,列出對內房股投資評級及目標價:
股份│投資評級│目標價(港元)
華潤置地(01109.HK)│增持│43元
中國海外(00688.HK)│增持│22元
萬科(02202.HK)│中性│10.5元
中國金茂(00817.HK)│中性│1.25元
龍湖(00960.HK)│增持│22.5元
碧桂園(02007.HK)│減持│0.54元
新城發展(01030.HK)│中性│1.7元
雅居樂(03383.HK)│減持│0.7元
中駿(01966.HK)│減持│0.35元
旭輝(00884.HK)│減持│0.7元
融創中國(01918.HK)│減持│0.6元
富力(02777.HK)│減持│0.8元
合景泰富(01813.HK)│減持│1元
寶龍地產(01238.HK)│減持│0.8元
世茂集團(00813.HK)│減持│0.5元
時代中國(01233.HK)│減持│0.25元
====================================
該行列出對內房股預測今年市賬率估值:
股份│2023年市賬率預測
華潤置地(01109.HK)│0.8倍
中國海外(00688.HK)│0.5倍
萬科(02202.HK)│0.4倍
中國金茂(00817.HK)│0.3倍
建發(01908.HK)│1.1倍
越秀地產(00123.HK)│0.6倍
綠城中國(03900.HK)│0.5倍
深圳控股(00604.HK)│0.3倍
中海外宏洋(00081.HK)│0.3倍
-------------------------------------------
龍湖(00960.HK)│0.6倍
碧桂園(02007.HK)│0.2倍
新城發展(01030.HK)│0.2倍
中駿(01966.HK)│0.1倍
美的置業(03990.HK)│0.4倍
-------------------------------------------
旭輝(00884.HK)│0.2倍
融創中國(01918.HK)│0.4倍
富力(02777.HK)│0.1倍
合景泰富(01813.HK)│0.1倍
寶龍地產(01238.HK)│0.1倍
世茂集團(00813.HK)│0.1倍
時代中國(01233.HK)│0.2倍
龍光(03380.HK)│0.1倍
中國奧園(03883.HK)│0.1倍
遠洋集團(03377.HK)│0.1倍
(wl/s)
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