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建銀國際:龍光集團(3380.HK)競爭優勢顯著,價值低估
格隆匯 12-09 09:14

著名投資銀行建銀國際發佈最新研報,指出龍光集團(3380.HK)銷售強勁,財務穩健,近期通過配售股份引入國際知名基金,在行業整合期競爭優勢顯著,目前價值低估,繼續推薦買入公司股票,目標價維持15港元。

建銀指出,公司土儲充裕優質,主要分佈在粵港澳大灣區和長三角兩大都市圈的核心城市,銷售和回款都有保障,料能順利完成2021全年權益合約銷售目標,未來幾年銷售將保持穩定。

建銀並指,公司財務穩健,業績穩定,持續獲得國際資本市場高度認可。近期公司通過股票配售引入多家國際知名長線基金,超額認購逾三倍,在市場下行及行業變革期展示出了良好的韌性。

該行指出,在監管機構的支持下,公司作為優質民營房企獲准發行境內公司債券、資產支持類證券(CMBS)等,進一步優化債務結構,保持穩健現金流。建銀認為公司目前價值嚴重低估,是長期投資者的首選。

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