《大行报告》花旗微升龙湖(00960.HK)目标价至32.7元 评级「买入」
花旗发表报告指,龙湖集团(00960.HK)依靠经常性业务增长和缩减发展项目土地储备,在五年内将经常性利润组合占比提升至50%;集团债务规模稳定,外汇风险小。由于经常性利润的估值倍数较高,该行认为龙湖估值吸引,确认予「买入」评级,目标价由32.65元轻微上调至32.7元。
该行引述集团管理层指,上半年销售额按年增15%至985亿元人民币,又计划下半年投入2,200亿元人民币的资源,并重点集中在约30个城市。集团又计划下半年新建6间购物中心,整体租金增长目标介乎10%至15%。
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