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《大行报告》大摩引述融创(01918.HK)指4月底以来已放慢吸纳土储对市场审慎正面
阿思达克 06-05 15:03

摩根士丹利发表报告指,昨日(4日)在青岛参加了融创中国(01918.HK)举行的周年股东大会,其中集团主席孙宏斌对市场审慎正面,相信由於中美贸易紧张局势升级,以及地方政府以可持续增长稳定房地产市场的目标,市场整体信贷放松的趋势将会持续,并有信心集团今年可达今年5,500亿元人民币(按年增长19%)的销售目标。

大摩又引述融创称,目前情况下,集团在4月底开始暂停公开市场土地收购,只有部分未解决的并购项目仍在商讨。此外,由於季节性原因及首四个月作出活跃的土地收购,集团在今年上半年的净负债料将上升,但其有信心净负债可由去年年底的149%,降至今年年底的120%。

该行相信融创中国正进入盈利收成期,而且喜好集团降杠杆的计划及有优质土储,重申对集团的「增持」评级,并为行业首选,目标价60元。

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