Market Brief

The articles are produced in Chinese only.

Author

鄭錦華先生 (John Cheng)
助理經理

畢業於嶺南大學市場學系, 現任職輝立助理經理, 對投資股票、期權經驗豐富。 本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
Phone:
36533000

3380 龍光集團有限公司 LOGAN GROUP COMPANY LIMITED.

Monday, September 6, 2021 Views7028

團業務

集團為中國一家深耕於粵港澳大灣區住宅市場的一體化物業發展商,並發展長三角核心都市圈及西南、中部城市群等核心區域。

 

業務回顧

2020年度,集團營業額上升23﹒7%至710﹒8億元(人民幣;下同),股東應佔溢利增長15﹒5%至130﹒17億元。年內,集團業務概況如下:核心溢利(相當於淨利潤,並經調整投資物業及衍生金融工具的公允價值變動及相關遞延稅項)增長20﹒1%至120﹒37億元,核心溢利率為17﹒4%;整體毛利增加17﹒6%至213﹒32億元,毛利率則減少1﹒5個百分點至30%

 

展望未來

龍光集團(03380)堅持聚焦深耕,城市更新發展迅速,土地資源充裕優質,財務表現不斷優化,“叁道紅線”全面達標,各項指標持續向好。

 

建議買入價: 9.00

目標價: 10.00

止蝕價: 8.50

 

註:本人鄭錦華為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。


 

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
About Us
Phillip Securities Group
Join Us
Phillip Network
Phillip Post
Phillip Channel
Latest Promotion
E-Check
Login
Investor Notes
Free Subscribe
Contact Us