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《大行報告》中金昇華潤萬象生活(01209.HK)目標價至61元 評級「跑贏行業」
阿思達克 01-21 15:08
中金髮表報告,指華潤萬象生活(01209.HK)於昨晚(20日)公告收購中南建設關聯物業管理公司。報告維持其2021年盈測,上調2022和2023年核心淨利潤預測各3%,料按年增38%及30%,主要反映對物管板塊增長預期的上修。維持「跑贏行業」評級,上調目標價3%至61元,相當於2022年預測市盈率55倍。 報告稱,目前估值相當於今年預測市盈率36倍。考慮公司增長基礎進一步鞏固,認爲公司已明確步入配置區間,後續伴隨宏觀消費環境的潛在改善,料迎來更大上行空間。
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