《大行報告》花旗微升龍湖(00960.HK)目標價至32.7元 評級「買入」
花旗發表報告指,龍湖集團(00960.HK)依靠經常性業務增長和縮減發展項目土地儲備,在五年內將經常性利潤組合佔比提升至50%;集團債務規模穩定,外匯風險小。由於經常性利潤的估值倍數較高,該行認為龍湖估值吸引,確認予「買入」評級,目標價由32.65元輕微上調至32.7元。
該行引述集團管理層指,上半年銷售額按年增15%至985億元人民幣,又計劃下半年投入2,200億元人民幣的資源,並重點集中在約30個城市。集團又計劃下半年新建6間購物中心,整體租金增長目標介乎10%至15%。
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