野村證券:龍光地產(03380.HK)推出長期事業合夥人計劃,續推為行業首選
著名國際投資銀行野村證券發佈最新研究報告,繼續推薦龍光地產(03380.HK)為行業首選,目標價17.4港元。野村指,龍光地產推出長期事業合夥人計劃,將持續吸引及激勵行業優秀人才,強化職業經理人共創共享價值機制,推動集團業績及股東價值持續增長。野村指該計劃獎勵豐厚,全部獎勵股份總數量最高可達到集團已發行股份總數的3%(1.6億股以上),管理層須完成高於行業平均的的年度經營增長目標才能獲得股份獎勵,有利於股東價值最大化。
野村並指,2020年前4月集團累計實現權益合約銷售額約為人民幣256.9億元,同比增長9.8%, 銷售進度高於行業平均。野村認為集團可順利完成1100億元的2020年權益合約銷售目標,並繼續保持核心盈利的穩定增長。野村並指,集團通過城市更新獲得的優質土儲成本低,價值極高,未來幾年將持續貢獻不低於20%的當年核心盈利,將會成為集團股價的持續催化劑。野村認為集團未來三年將維持不低於20%的權益合約銷售額複合增長率,業績增長確定性高,現金充足,財務風險低,將繼續為投資者創造長期價值。
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