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《大行报告》瑞银降龙湖(00960.HK)评级至「中性」 目标价上调至45.7元
阿思达克 12-04 09:28
瑞银发表研究报告降龙湖(00960.HK)评级至「中性」,主因其股价今年至今表现强劲,并跑赢同业,以及公司主席出售部份股份,但对其基本面仍然正面,特别是商场扩张和健康的资产负债表。

虽然在「345新规」下,龙湖属绿色组别,但相信对未来增长会有影响,下调2021至22年合约销售预测12-15%至10%,每股盈利预测下调7-13%。基於2021年预测市盈率10倍(之前为2020年预测市盈率10倍),目标价由41.8元升至45.7元。

该行认为,公司稳健的基本面已反映於现价,故更看好润地(01109.HK),指其盈利展望与公司相若,而目前估值较低。

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