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《大行報告》大和降彩生活(01778.HK)評級至「持有」 目標價下調至3.4元
阿思達克 04-06 10:33
大和發表報告指,彩生活(01778.HK)去年純利按年增長2.8%至4.99億元人民幣,遜於該行預期的5.26億元人民幣。雖然集團去年物業管理收入按年增長9%,但增值服務及工程服務收入分別按年下跌2%及28%。

該行表示,彩生活管理層有意重組其物業管理、增值服務、未來合作與聯盟的業務策略,在提供物業管理服務方面,集團將更關注線下方面,並致力提高業主滿意度及收取管理費。

大和下調對彩生活股份評級,由「跑贏大市」降至「持有」,目標價由5.1元下調至3.4元,並調低集團今明兩年每股盈利預測24%至30%,以反映增值及工程服務增長較低的假設。該行認為,彩生活策略重組需時見效,但重組對於其長期增長是必需。

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