《大行》摩通維持龍湖集團(00960.HK)「增持」評級 資產負債表有改善
摩根大通發表研究報告指,龍湖集團(00960.HK)上半年核心淨利潤按年跌71%至13.8億元人民幣,整體收入增長25%,然而,物業發展業務虧損拖累盈利,而非物業發展業務的增長速度亦低於預期。不過,公司在資產負債表在所有關鍵指標中均有所改善。
摩通表示,在主要的非國營發展商中之,龍湖幾乎已經被確認爲目前行業動盪中的「最後倖存者」,是唯一一間仍有盈利的公司。
報告提到,市場對龍湖今年的最新盈利預測爲按年降31%至48億元人民幣,惟摩通認爲這個預測仍然屬過份樂觀。該行予集團目標價14元,評級爲「增持」。
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