You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
野村證券:龍光集團規模與利潤更好平衡,未來業績可見度高,維持“買入”評級及17.4港元目標價不變
格隆匯 08-30 10:28

格隆匯8月30日丨著名國際投資銀行野村證券發佈最新研報,繼續推薦買入龍光集團。該行指出,龍光恪守穩健的財務策略,持續鞏固穩定的現金流和良好的資本結構,繼續保持“綠檔”。基於充裕的可售資源及強大的戰略執行力,2021上半年公司實現權益合約銷售額約人民幣736.4億元,同比增長59%,已完成年度銷售目標51%, 將順利完成2021年的合約銷售目標 。

該行並指,龍光圍繞“城市綜合服務商”定位,沿着房地產開發產業鏈不斷拓展新業務,提升專業化服務水平,旗下設計、建築、園林、裝飾四大業務板塊有望成為新的增長點。

該行認為,龍光土儲資源充裕優質。截至2021年6月30日,公司總土儲面積8556萬平方米。土儲結構合理,近期土儲面積3930萬平方米,佔比46%,貨值5320億元,保障三年開發所需。城市更新土儲面積佔比54%,價值潛力大,轉化可持續,保障長期盈利能力。該行指出,龍光未來三年業績確定性高,派息優厚,財務穩健,將持續為投資者創造價值。

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.
uSMART
Wealth Growth Made Easy
Open Account