《大行》摩通:龙湖(00960.HK)去年核心溢利下降属预期之内 料市场反应不太剧烈

阿斯达克财经
10 Mar

摩根大通发表研究报告指,龙湖集团(00960.HK) 发盈警,预计2024财年核心溢利按年下降35至40%,而市场对此不会感到意外。自2021年以来,内房行业动荡对所有发展商的边际利润影响深远,龙湖仍能维持约70亿元人民币的净利润,这已使其在私人企业中脱颖而出。

摩通认为,市场对这次盈警的反应不会太剧烈。如果龙湖在合约销售和发展物业利润率方面均出现复苏,料市场将更加正面。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-07 16:25。)

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