野村发表研究报告指，预期去年主要内房发展商的盈利进一步恶化。由于低利润地产项目的收入确认，以及发展商因折让售价而对项目录得亏损拨备，内房的核心盈利将按年显著下降。该行预计，华润置地(01109.HK) 去年的核心盈利将按年下跌8%，中国海外(00688.HK) 核心盈利跌28%，而龙湖(00960.HK) 则降38%。
野村将龙湖的评级由“买入”下调至“中性”，目标价由11.8元下调至9.8元；分别维持华润置地及中国海外的“买入”及“中性”评级，惟目标价分别由30.6元下调至29.8元，及由12.7元降至12.3元。该行继续看好贝壳(BEKE.US) (02423.HK) 。(sl/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-22 12:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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