重倉大灣區 龍光地產(3380.HK)漲超5%創歷史新高
格隆匯3月4日丨雖然2月銷售數據整體並不理想,但內房股今日全線上漲,其中,龍光地產(3380.HK)目前領漲內房板塊,漲超5%最高至14.46港元,為歷史新高價,該股最新總市值785億港元。公司已於2月底發盈喜稱2019年度核心溢利較2018年度(76.55億)有至少40%的增幅,這意味着2019年核心溢利將在107億元以上。龍光地產最大的特色是“重倉大灣區”,截至2019年中期業績,公司超過八成的土儲(貨值高達6111億元)位於粵港澳大灣區,且深圳土儲貨值高達1803億元,佔土儲貨值的23.98%,佔公司所在大灣區土地貨值的三分之一。國泰君安最新研報指出,積極看好公司在粵港澳大灣區的優質土儲。未來,公司將繼續受惠深圳先行示範區、粵港澳大灣區的優厚政策及產業配置等多項優勢,大灣區的豐富土地資源將逐步轉化為利潤釋放。此外,公司調入恆生綜指大型股,未來將受益新增資本配置。重申其“增持”評級,並上調目標價至19港元/股。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.