《大行報告》野村下調寶龍地產(01238.HK)目標價至6.3元 評級「買入」
野村發表報告指,寶龍地產(01238.HK)公佈去年經審計業績,核心純利按年增長4.7%至38億元人民幣,較該行預測低出10%。
該行表示,在目前內地房地產行業低迷的情況下,民營發展商去年錄得盈利增長是非常罕見。更重要的是,寶龍大股東決定以股份收取去年末期股息,該行認爲集團管理層在過去數月不斷努力保持營運正常,同時維持可持續的現金流狀況,對集團此做法持正面看法。
野村下調寶龍地產股份目標價,由7.7元降至6.3元,評級維持「買入」。由於長三角地區近日實施疫情封鎖措施,該行將集團今明兩年合約銷售預測降低10%至11%,盈利預測亦下調20%至25%。
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