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《大行報告》美銀證券上調龍湖集團(00960.HK)目標價至36元 評級「買入」
阿思達克 03-20 09:37
美銀證券發表報告指,龍湖集團(00960.HK)去年業績符合預期,顯示集團在行業下行時仍有強大執行力。該行認為,龍湖正巧妙地過渡至混合開發商/收租模式,料其經常性業務將由佔去年利潤的24%,上升至2025年的約40%,且應可受惠於目前的發展物業/零售銷售復甦,及買家轉向追求質素。 該行上調龍湖股份目標價,由35元升至36元,重申「買入」評級,並調升集團今明兩年核心盈利預測18%至20%,反映發展物業的完成時間更快,但報告盈利在明年恢復增長前,今年料仍將錄9%的下跌。
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