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汇丰研究:重申龙光地产(3380.HK)评级“买入” 目标价14港元
格隆汇 08-28 11:07

汇丰研究发表报告指,龙光地产(03380.HK)上半年盈利增长主要由建筑收入和土地发展所带动,毛利跌2.3个百分点,而公司即使在没有特别息的情况下,派息仍维持慷慨,重申“买入”评级,目标价由14.6港元降至14港元,以反映人民币下跌的情况。

该行指,公司核心盈利升59%,符合其盈喜。龙光有70%土储位于大湾区(包括深圳),以价值计20%处於深圳,目前深圳有国家的新发展政策,相信有助大湾区和深圳长远的住屋需求。

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