You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
多家大行唱好恆大(3333.HK) 目標價最高達23港元
格隆匯 09-28 17:33

野村發表研究報告認為,相信大部分恆大地產的戰略投資者將會延長債務期限,加上恆大銷售回款強勁,同時亦獲准分拆物管業務上市,認為公司違約風險低,續看中國恆大(3333.HK)目標價18.1港元。

該行又指,由於公司年初至今銷售回款率強勁,以及旗下物管業務近期融資約235億港元,相信恆大流動資金足夠應付近期的需求,估計分拆物管業務及恆大汽車(0708.HK)擬於科創板上市,中長期將可為恆大帶來650億港元的新資金。

野村續稱,在低基數效應下,預計恆大今年下半年核心盈利將按年增1.91倍至150億元人民幣,全年料增8%至252億元人民幣;下半年入帳銷售額料增20%至3000億元人民幣,毛利率料穩定在23%的水平,另外銷售及行政成本控制亦料會持續有所改善。

此外,德銀、摩通、里昂及星展等多家大行均唱好,認為市場對謠言反應過大,看好恆大在銷售、降負債方面的努力,預計其降負債力度將超預期,目標價最高達23港元。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account