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大和:升龍湖(0960.HK)目標價至35.3港元 評級“買入”
格隆匯 10-25 17:22

大和資本發表研究報告指,龍湖集團(0960.HK)合同銷售及盈利增長穩健,財務管理能力穩固,認為公司是該行覆蓋的內房股當中,其中一隻較具防守性,重申“買入”的投資評級,將目標價由32.7港元上調7.95%至35.3港元。

大和指出,龍湖將有更多項目於今年第四季推出,預期公司季內有望錄得強勁按月增長。該行預期,龍湖有機會超額完成其今年的合同銷售目標。該行將公司今年的銷售預測上調至2350億人民幣。

另外,大和將龍湖的每股資產淨值(NAV)預測由40.9港元上調至44.1港元,因該行將公司今年及之後數年的合同銷售預測上調。

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