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港股异动 | 龙湖集团涨近4% 标普上调信贷评级
格隆汇 09-18 14:14
格隆汇9月18日丨龙湖集团(0960.HK)涨近4%,报31.05港元,成交8987万港元,总市值1851亿港元。评级机构标准普尔本月表示,将龙湖集团信贷评级由“BBB-”上调至“BBB”,评级展望为“稳定”,以反映龙湖盈利增长稳定及财务管理良好。标普解释,龙湖自然增长强劲,包括高租金收入及稳健销售表现,预期公司今年来自商场租金及长租公寓的租金收入将可稳定增长,带动经常性收入按年增加50%至60亿元人民币;明年则料进一步增至逾80亿元人民币,主要由于公司今明两年分别拥有9个及16个新商场项目。另外,龙湖在长租公寓业务增长亦快速,其房间数量由6万间,在今年底前增至8万间,明年料达12万间,预料相关业务在未来12个月将有望实现盈利。摩通日前将龙湖的股份目标价由36.5港元升至37.5港元,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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