瑞银降碧桂园(02007.HK)及龙湖(00960.HK)评级至「中性」削目标价_老虎社区_美港股上老虎

瑞银降碧桂园(02007.HK)及龙湖(00960.HK)评级至「中性」削目标价

AAFN2022-08-10

瑞银发表报告，根据闲置现金来衡量4家主要内地房企碧桂园、万科、龙湖和旭辉的现金消耗率，并评估需要多少合同销售使其现金流达到收支平衡。该行下调了部分内房股票的盈利和目标价。瑞银将碧桂园和龙湖评级下调至「中性」，目标价分别下调至2.7元及25.7元。该行重申旭辉「中性」评级，看好万科较好的现金流状况和其半国企地位。瑞银分析表明，这四家主要内地房企均在2022年上半年产生了负数自由现金流...

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Huangjianron
·2022-08-10
时代终结了
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