野村发表报告指，龙湖(00960.HK) 2024财政年度业绩符合该行预测。全年核心净利按年减少39%至70亿元人民币，料2025至2026财政年度盈利持续受压，现金流安全仍优先于增长。
野村将龙湖2025至2026财政年度的盈利预测下调43-53%，以考虑到地产开发业务对公司盈利的拖累超出预期。每股资产净值从24.4元下调至21.1元，目标价由9.8元降至9.5元。维持“中性”评级，并认为短期股价催化因素有限。该行偏好龙头国企发展商，如润地(01109.HK) 。(ha/u)(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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