花旗发表研究报告指,龙湖集团构建可持续模式,今年新增10个购物中心,为公司带来10%的租金增长,上半年同店销售及客流量分别按年增长3%和8%,加上各业务产生正现金流,并持续降低负债及成本,而大部分信贷贷款亦被资产支持的营运贷款取代。该行预计,今年龙湖的利润规模将因去库存而触底,并在明年回升。该行认为龙湖的利润具可持续性,料值得更高的估值倍数,目标价由11.7港元上调至15.8港元,维持“买入”评级。
花旗发表研究报告指,龙湖集团构建可持续模式,今年新增10个购物中心,为公司带来10%的租金增长,上半年同店销售及客流量分别按年增长3%和8%,加上各业务产生正现金流,并持续降低负债及成本,而大部分信贷贷款亦被资产支持的营运贷款取代。该行预计,今年龙湖的利润规模将因去库存而触底,并在明年回升。该行认为龙湖的利润具可持续性,料值得更高的估值倍数,目标价由11.7港元上调至15.8港元,维持“买入”评级。
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