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《大行報告》野村下調龍湖(00960.HK)目標價至40.6元 評級「買入」
阿思達克 08-29 10:38
野村發表報告,指龍湖集團(00960.HK)2022年上半年業績大致符合預期,惟中期派息按年減少30%。報告將龍湖2022至2024年盈利預測下調9%至18%,目標價由48.5元下調至40.6元,維持評級「買入」。 野村認為,龍湖是少數幾個上半年盈利有正增長的房企之一,鑑於監管機構對龍湖15億元人民幣中期票據提供信用擔保,以及近期房企融資環境改善下,預計龍湖的信用風險可控。 野村估計龍湖2022年合同銷售額按年下跌26%,指鑑於龍湖合同銷售額和毛利率不可避免地將按年下降,因此下調其盈利預測。
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