賴卓斌:龍光地產(3380.HK)目標是ROE連續十年超20%
12月12日,龍光地產(3380.HK)行政總裁賴卓斌在格隆匯2019"高屋建瓴"房地產高峯論壇發表演講時表示,粵港澳大灣區和深圳先行示範區政策利好雙疊加,給龍光地產的發展打下紮實基礎,公司經營業績和財務表現持續向好,去年ROE水平維持在31%的行業領先水平,連續6年ROE高過20%,公司目標是連續十年做到ROE高過20%。
賴卓斌透露,截至2019年6月30日,龍光地產土儲總貨值約7500億人民幣,其中有6100億是在粵港澳大灣區,佔比是81%,從貨值佔比上來講,龍光是房地產行業內粵港澳大灣區佔比最高的企業。在粵港澳大灣區中,公司在深圳一個城市的土儲貨值達1800億,佔大灣區貨值佔比超過30%。
截至11月30日,龍光地產2019年累計實現合約銷售額約人民幣852.2億元,同比增長31.3%,提前一個月超額完成全年850億元的銷售目標。
花旗銀行最新報告指出,龍光地產合約銷售及核心利潤在2020-2021年將穩定持續增長,公司將保持行業領先的盈利能力,繼續推薦為地產行業首選,目標價為16.88港元。
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