花旗下调雅居乐(03383.HK)、富力地产(02777.HK)、龙光地产(03380.HK)及越秀房托(00405.HK)目标价

AAFN2022-10-17

花旗发表报告指，由於整体市场具挑战，下调对越秀房托、雅居乐、龙光地产及富力地产的预测、目标价、估值倍数及资产净值折让。其中，越秀房托股份目标价由3.15元下调至1.56元，主因在利率上升环境下股本成本提高，评级维持「中性」，并轻微调低集团今年至2024年每单位分派预测0.7%至1%，反映最新的租金、出租率及利率假设。该行将雅居乐股份目标价由4元下调至1.85元，反映今年预测市盈率由...

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