富瑞:預計內房股首季反彈,推薦龍光集團(03380.HK)為行業首選
著名國際投資銀行富瑞發佈最新研究報吿指出,考慮到內房板塊估值正處於歷史低位,而內房企業基本面逐步改善,預計內房股將在2021年第一季度實現反彈。該行表示,看好管理層執行力強、注重多渠道擴充土儲、多業態協同發展的內房企業,預計這類內房股將跑贏大市,推薦銷售表現優於同業和盈利能力持續領先的龍光集團(03380.HK)為行業首選。
公吿顯示,龍光集團2020年實現權益合約銷售額約為人民幣1206.9億元,同比增長31.9%,完成年度1100億元權益合約銷售目標110%。權益銷售增速位居行業前列,而且銷售均價逆勢上揚,多個城市市佔率保持市場領先,區域聚焦城市深耕的戰略優勢持續彰顯。
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