摩根士丹利发表技术研究报告,预期绿城中国(03900.HK) 股价将于未来60天下跌,发生此概率料逾80%。因为股价近期已上升,令短期估值吸引力大减。该行认为,在内房市场前景悲观下,近期由情绪推动的地产行业跑赢大市表现难以持续。该行预期公司或发盈警,因2025年核心盈利或按年大跌逾90%。同时,因可售资源减少及高基数效应,首季合约销售额可能下滑。而且,公司估值正处于历史高位。该行现予绿城中国“减持...
Source Link摩根士丹利发表技术研究报告,预期绿城中国(03900.HK) 股价将于未来60天下跌,发生此概率料逾80%。因为股价近期已上升,令短期估值吸引力大减。该行认为,在内房市场前景悲观下,近期由情绪推动的地产行业跑赢大市表现难以持续。该行预期公司或发盈警,因2025年核心盈利或按年大跌逾90%。同时,因可售资源减少及高基数效应,首季合约销售额可能下滑。而且,公司估值正处于历史高位。该行现予绿城中国“减持...
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