《大行報告》摩通上調華潤萬象生活(01209.HK)目標價至47元 評級「增持」
摩根大通發表研究報告指出,雖然華潤萬象生活(01209.HK)於2020年12月上市後一年缺乏併購活動,但今年以來意外地有兩宗大型收購,包括禹洲物業服務和中南服務,他們都是由有流動性問題的開發商支持的物業管理公司。
對於華潤萬象生活以現金代價最高22.6億元人民幣,收購中南建設集團(000961.SZ)旗下中南服務,摩通認爲價格合理,並點燃集團併購勢頭,以及加強公司在行業中的稀有價值,於防禦性、多元化及增長意願方面取得良好的平衡。
該行對華潤萬象生活目標價由45元上調至47元,以反映公司2022及2023財年盈利增長預測3%至4%,評級「增持」。
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