《大行》汇丰研究升绿城中国(03900.HK)目标价至10.8元 维持“持有”评级

阿斯达克财经
01 Apr

汇丰研究发表研究报告指,绿城中国(03900.HK) 2024年盈利按年下跌49%,符合此前盈警公告,管理层重申在购地方面将采取谨慎策略,避免与大型国有房企竞争,并会平衡项目的销情和盈利能力,相信有助于缓解投资者对集团董事长变动的担忧。
该行认为,2025年合约销售额按年下跌7%的指引以及土地投资持平的预期属保守但合理水平,维持“持有”评级,基于未入账销售额减少及合约销售额下跌,将今明两年收入预测下调约5%,盈利预测分别下调约43%及32%,目标价则从8.9元上调至10.8元。(gc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-01 12:25。)

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