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《大行報告》大摩引述龍湖(00960.HK)管理層料內房將出現脈衝式復甦
阿思達克 06-02 14:19
摩根士丹利發表研究報告指,在投資者活動上交流時,龍湖集團(00960.HK)管理層透露在逾300億元人民幣可售資源支持下,對今年全年實現合約銷售額增長感到樂觀,同時預計內地房地產市場將出現脈衝式復甦,有計劃於6月推售更多新項目,中期目標每年銷售額可達到2,000億至3,000億元人民幣。 該行指出,龍湖今年沒有到期的境外債務,境內短期借款大部分是可以展期的銀行貸款,認為集團外匯風險較少。首五個月龍湖在主要一、二線城市共收購17幅土地,應佔土地價格約150億元人民幣,預計將在下半年帶來銷售貢獻。大摩對龍湖給予目標價31.1元,評級「增持」。
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