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《大行報告》瑞銀上調華潤萬象生活(01209.HK)目標價至53.2元 評級「買入」
阿思達克 03-25 09:26
瑞銀發表研究報告指,華潤萬象生活(01209.HK)在華潤集團的生態體系下,可與華潤啤酒(00291.HK)、華潤電力(00836.HK)等姊妹公司協同,並看好其專注向國企提供城市服務的定位。

報告指出,根據姊妹公司年報,預期撇除總部及區域分公司辦公室,華潤體系下可供管理的面積有6,330萬平方米。華潤萬象生活於今年首兩個月鎖定10個第三方非住宅管理項目,其中兩個來自華潤體系,預期未來可獲得母企更多支持。

瑞銀又預期,作為高端購物中心管理商,華潤萬象生活可受惠於國家十四五規劃下的本地消費升級趨勢,華潤置地今年2月份租金收入按年增長3%,反映內地高端消費市場表現強勁。瑞銀將今明兩年盈利預測上調5%及10%,目標價由43.7元上調至53.2元 ,已反映2022年預測市盈率43倍,並給予「買入」評級。

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