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野村:维持时代邻里(9928.HK)“买入”评级 目标价14.35港元
格隆汇 03-11 11:58

野村发表研究报告指,时代邻里(9928.HK)去年纯利2.33亿元人民币,按年增142%,与集团早前公布预期增长140%以上相符。集团收入按年明显增长63%,其中,物管服务按年增49%。该行维持集团“买入”评级及目标价14.35港元。

该行表示,资产管理规模去年稳步增长42%至6900万平方米,其中住宅资产管理规模增至2200万平方米,非住宅资产管理规模增至4600万平方米。随着非住宅项目的对物管收入由2019年的39%增至去年约一半贡献,住宅投资组合的质量也有所提高。而集团的社区增值服务是一个亮点,收入按年增长135%,而去年开发了在线购物平台,令居民服务实现按年增长250%。

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