汇丰研究发表研究报告指,龙湖地产(00960.HK) 去年核心利润按年跌39%,符合早前盈利预告,但开发地产业务将继续影响盈利表现。该行预测,今年盈利将会触底,明年起恢复增长,录得按年升24%;该行表示,市场充分认知近期盈利受压,而龙湖地产盈利表现有几大可能录得“V型”反弹。
该行表示,将龙湖地产今年及明年实现销售合同预测下调29%及40%,各年毛利率预测分别下调6个百分点及3.1个百分点,故将龙湖地产今年及明年核心利润预测下调43%及33%。该行表示,将龙湖目标价由12元下调至11.4元,维持其评级为“买入”。(ca/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-31 12:25。)
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