《大行》大摩料中国金茂(00817.HK)股价于未来60天下跌 面对多项短期逆风

阿斯达克财经
Jan 30

摩根士丹利预期中国金茂(00817.HK) 股价将于未来60天下跌,因公司股价近期已上升,令短期估值吸引力大减。该行认为,在楼市前景悲观下,近期由情绪推动的行业表现难以持续。该行认为行业及中国金茂将面对多项短期逆风,例如盈利可能逊预期,料2025年核心利润按年大跌逾50%。由于可售资源减少及高基数效应,该行料首季合约销售额或下滑。同时,公司估值正处于历史高位。该行维持对中国金茂的“与大市同步”评级...

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