世茂集團(0813.HK)利潤展望樂觀 獲富瑞花旗中金提高目標價一成
世茂集團(0813.HK)管理層估計,其利潤將以逾20%的年複合速度增長至2024年底,刺激券商將其目標價上調了最少10%。
富瑞發表研究報告指出,世茂對利潤增長“目標雄心勃勃”,以及瞄準20%-30%的收入複合年增長率,約30%的穩定毛利率以及35%-45%的更高派息率。報告提到,除了物業管理公司即將IPO外,世茂還着眼於剝離其他非開發業務;因此將其目標價上調10%至40.07港元。
花旗亦對世茂的5年計劃感到“驚訝”;把目標價上調12%至43.5港元。
中金公司發表報告指出,投資者對世茂的計畫信心增強,應會導致重估;將目標價調高10%至45.2港元。

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