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《大行报告》摩通升龙湖(00960.HK)目标价至37.5元 评级「增持」
阿思达克 09-04 11:28

摩根大通发表报告指,龙湖(00960.HK)为首间有进入下一周期可持续发展战略的内房发展商,因此脱颖而出,而其他发展商则仍在土地储备投机中挣扎。该行认为,在政策波动的环境中,龙湖在融资方面可保持足够的缓冲,以确保集团能够持续进行反周期扩张,此策略在上一个周期中非常有效。

该行表示,龙湖今年合约销售额料达2,100亿元人民币,纯利应可达205亿元人民币,加上40亿至50亿元人民币的其他租务收入,因此预期集团至2021年的盈利年均复合增长率可达24%。

摩通上调对龙湖的股份目标价,由36.5元升至37.5元,重申评级「增持」。该行预计,集团将继续成为行业中最昂贵的发展商,其价值来自盈利年均复合增长率表现跑赢及增加租金收入等。

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