城市发展 (CDL) 或将追赶股价飙升的同行
该发展商一直在积极释放价值,但其股价较重估净资产值 (RNAV) 的折让幅度远高于华业集团 (UOL)。
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本文由AI辅助翻译
【新加坡】回顾去年二月,因两名独立董事的任命引发争议,城市发展有限公司 (CDL) 爆发了一场权力斗争,令市场一片哗然。时隔不到一年,该房地产集团一度低迷的股价正迅速回升,一些分析师认为“多重利好”将推动其股价进一步走高。
这股热潮背后有何原因?一个显而易见的因素是利率已在走软。另一个因素是,去年新私宅销量强劲增长,且预计今年将保持韧性。
然而,推动CDL股价的最强劲动力,可能在于市场对其释放价值和提高盈利潜力的日益期待。
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