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《大行報告》高盛升ESR(01821.HK)目標價至41元 續列確信買入名單
阿思達克 01-24 14:56
高盛發表研究報告指,ESR(01821.HK)日前宣佈完成收購亞騰資產管理(ARA),該交易涉及發行14億股股份,令股票總數增加46%,但同時ARA的收益亦帶動ESR盈利接近翻倍,導致每股盈利增加約30%。 計及合併後影響,高盛將ESR 2022至2023年每股盈利預測分別上調30%,但由於基金管理費用佔資產管理規模的百分比持續偏低,將2021年每股盈利預測下調3%,同時估算2024年每股盈利將達到0.242美元,目標價由32元上調至41元。高盛指,ARA交易價格遠低於預期,相信有助提升企業價值,繼續列入確信買入名單。
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