《大行》里昂升中国金茂(00817.HK)目标价至1.52元 料利润率触底支持盈利增长

阿斯达克财经
Mar 26

里昂发表研究报告指,中国金茂(00817.HK) 已摆脱亏损状态,连续两年录得盈利,合约销售亦重回增长轨道。整体而言,该行相信公司正处于清晰的复苏路径,而增持计划亦将管理层与股东的利益绑定,有望推动估值进一步重估,加上公司的央企背景,可进一步增强投资者信心。该行预期,随着高成本库存大致消化,发展物业利润率将触底反弹,预计优质土地储备将支持利润率保持韧性,带动未来数年盈利增长。不过,由于过去数年销售...

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