《大行報告》大摩:龍湖(00960.HK)主席吳亞軍辭任令人意外 但引述公司指股權結構無變化
龍湖集團(00960.HK)今早股價下瀉,盤中曾低見7.26元一度下挫44.7%,最新報9.58元跌近27%。就龍湖集團公布由於個人年齡及身體原因,創始人吳亞軍辭任董事會主席兼執行董事,同時邵明曉(前CEO)亦由公司執行董事調任為非執行董事。摩根士丹利發表報告表示,龍湖集團主席辭職令人意外,指公司於投資者電會議上,吳亞軍強調今次管理層變動已經計劃了一段時間,並指龍湖多年獨立職業經理人經營良好,而且公司股權結構無發生變化。
大摩引述龍湖集團CFO指,截至今9月的現金餘額為765億元人民幣,重申2022年第四季度提前償還部分銀團貸款和美元債券(均於2023年上半年到期)的計劃;公司亦預計2022年的盈利至少持平。
該行維持對龍湖「增持」評級及目標價26.97元。
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