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，相当於截至2021年底闲置现金余额的11%-41%，投资者担心这种现金消耗的可持续性，市场已经降低了相应股票评级。瑞银估计，房企每月合同销售额须从2022年上半年水平上升11%-16%，以使现金流恢复收支平衡，而万科2022年上半年合约销售水平已达到现金收支平衡之上水平。(na/t)~阿思达克财经新闻网址: www.aastocks.com

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Huangjianron
2022-08-10
Huangjianron
时代终结了

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2258026379?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2022-08-10 10:36","share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","id":"2258026379","market":"us","top_or_hot":-1,"title":"瑞银降碧桂园(02007.HK)及龙湖(00960.HK)评级至「中性」  削目标价","media":"AAFN","content":"<html><body><p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>发表报告，根据闲置现金来衡量4家主要内地房企<a href=\"https://laohu8.com/S/02007\">碧桂园</a>  、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，相当於截至2021年底闲置现金余额的11%-41%，投资者担心这种现金消耗的可持续性，市场已经降低了相应股票评级。瑞银估计，房企每月合同销售额须从2022年上半年水平上升11%-16%，以使现金流恢复收支平衡，而万科2022年上半年合约销售水平已达到现金收支平衡之上水平。(na/t)~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞银降碧桂园(02007.HK)及龙湖(00960.HK)评级至「中性」  削目标价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞银降碧桂园(02007.HK)及龙湖(00960.HK)评级至「中性」  削目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 10:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1203546&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1203546&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00884","symbol_name":"旭辉控股集团","start_time":0,"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1203546&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","article_id":"2258026379","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2258026379","pubTimestamp":1660098996,"columns":[],"sourceInfo":{"source_id":"aastocks","name":"阿思达克财经"},"weMediaInfo":null,"summary":"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。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。瑞银估计，房企每月合同销售额须从2022年上半年水平上升11%-16%，以使现金流恢复收支平衡，而万科2022年上半年合约销售水平已达到现金收支平衡之上水平。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"00884":"旭辉控股集团","02007":"碧桂园","02202":"万科企业","00960":"龙湖集团"},"translate_title":"UBS downgraded Country Garden (02007. HK) and Longhu (00960. HK) to \"neutral\" and cut the target price","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00884":0.6,"00960":0.9,"02007":0.6,"02202":0.6},"content_text":"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，相当於截至2021年底闲置现金余额的11%-41%，投资者担心这种现金消耗的可持续性，市场已经降低了相应股票评级。瑞银估计，房企每月合同销售额须从2022年上半年水平上升11%-16%，以使现金流恢复收支平衡，而万科2022年上半年合约销售水平已达到现金收支平衡之上水平。(na/t)~阿思达克财经新闻网址: www.aastocks.com","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"},"commentList":[{"id":684362505,"gmtCreate":1660113496610,"gmtModify":1660113496610,"author":{"id":"3545311990094260","authorId":"3545311990094260","name":"Huangjianron","avatar":"https://static.tigerbbs.com/581db734ae58db4d357dd708f9e3f39e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3545311990094260","authorIdStr":"3545311990094260"},"htmlText":"时代终结了","listText":"时代终结了","text":"时代终结了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684362505","repostId":2258026379,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.33.5","shortVersion":"4.33.5","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2258026379"}

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

精彩评论

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