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《大行報告》摩通下調新城悅服務(01755.HK)目標價至10元 評級「中性」
阿思達克 03-28 09:48
摩根大通發表評級報告指,新城悅服務(01755.HK)核心淨利潤按年增57%至6.78億元人民幣,高於該行預期的2%,雖然主營業務不俗,惟公司在房地產美元債券出現公允價值變動1.99億元人民幣的未實現虧損。一旦實現,會導致公司今年淨利潤下跌16%。公司的機會成本是資金用於收購合併,反之有機會提高今年盈利2%。雖然該股價值被低估,但定位不吸引,該行維持其「中性」評級,目標價由11.5元下調至10元,意味著相當於今年預測市盈率7倍。(ca/u) ~
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