里昂降龙湖(0960.HK)评级至“跑赢大市”目标价维持30港元
里昂发表研究报告,指龙湖(00960.HK)上半年表现亮丽,销售、盈利和资产负债表均表现向好,认为其经营模式理想,大部份发展商应该跟随做法。

该行指,虽然公司非国企,但其融资成本亦只有4.56%,稍高於国企内房。该行亦认为集团在发展物业时有良好纪录,以及经常性盈利快速增长,令其在中国经济周期减慢时仍有表现,维持正面看法,目标价30元不变,但将评级由“买入”降至“跑赢大市”,因其股价於过去六个月表现强劲,目前升幅有限。
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