《大行報告》野村下調龍湖(00960.HK)目標價至34.7元 評級「買入」
野村發表評級報告指,龍湖(00960.HK)上半年歸屬合同銷售額按年升16%至656億元人民幣,而上半年合同銷售總額按年升15%至985億元人民幣,即使銷售復甦步伐合理,惟該行相信,公司仍難免會受到整體房地產行業低迷的影響,尤其若未來沒有大規模的房地產寬鬆措施出台。該行將公司在2023年至25年盈利預測下調1%至8%;基於每股資產淨值(NAV)預測下調至57.8港元(原本58港元),加上NAV折讓由30%擴大至40%,目標價由40.6元下調至34.7元,維持其評級為「買入」。(ca/u)
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