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《大行報告》里昂上調龍湖(00960.HK)目標價至32元 評級「買入」
阿思達克 03-20 10:14
里昂發表報告指,龍湖(00960.HK)去年業績符合指引,利潤穩定。雖然管理層去槓桿的新計劃引起市場對未來增長的擔憂,但該行認為更快的資產周轉率可以令龍湖在較小的土地儲備下實現合同銷售增長,再加上快速增長的經常性業務的貢獻愈來愈大,認為中期內雙位數利潤增長仍然是可以實現。 該行將今明兩年盈利預測分別下調4.7%和12.4%,以反映去年合同銷售下降。目標價由30元上調至32元。重申「買入」評級。
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