《大行報告》中金:中國海外(00688.HK)控股股東增持彰顯堅定信心
中金發表報告指,中國海外(00688.HK)控股股東上周在公開市場上合計增持100萬股公司股份,增持後持股比例提升至56.1%,控股東表明對公司未來前景和長期發展充滿堅定信心,不排除後續繼續增持公司股份。
中金表示,基於公司下半年整體供貨質優量足,且12月部分高確定性項目有望集中入市進一步提振銷售,該行預期公司全年或將錄得優於同業的銷售表現。公司今年上半年末總口徑已售未結較2022年末增長20%至2,941億元,該行認為,公司全年領先同業的銷售增長可為業績結算繼續提供堅實支撐。
該行表示,維持公司在2023年至24年盈利預測,將其目標價下調6%至23.39元,維持其評級為「跑贏行業」。
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