瑞银发表研报,将龙湖集团(00960.HK) 目标价由10.3港元下调至9.8港元,给予“中性”评级,并将其2025至2027财年核心净利润预测,分别下调28%、11%及5%,主要由于开发物业的盈利及毛利压力,部分抵销投资物业及物业管理的增长。瑞银估计,龙湖今年物业开发业务亏损将由10亿元人民币(下同)增加至45亿元,同时预计由开发业务带来的盈利拖累,将在明年收窄至39亿元,故预期2026财年盈利...
Source Link瑞银发表研报,将龙湖集团(00960.HK) 目标价由10.3港元下调至9.8港元,给予“中性”评级,并将其2025至2027财年核心净利润预测,分别下调28%、11%及5%,主要由于开发物业的盈利及毛利压力,部分抵销投资物业及物业管理的增长。瑞银估计,龙湖今年物业开发业务亏损将由10亿元人民币(下同)增加至45亿元,同时预计由开发业务带来的盈利拖累,将在明年收窄至39亿元,故预期2026财年盈利...
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