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《大行報告》裏昂微升中海物業(02669.HK)目標價至11.1元 評級「買入」
阿思達克 03-28 16:12
裏昂發表報告指,中海物業(02669.HK)去年核心純利按年增長35.9%至10.09億元,優於預期3.4%,主要受惠於在管面積、增值服務收入及物業管理毛利率等表現良好,足以抵銷物管收入遜於預期。另一驚喜爲集團第三方在管面積比例達27.6%,對比2020年底僅爲12.6%。 裏昂微升中海物業股份目標價,由11元升至11.1元,評級維持「買入」,並調升其今明兩年核心純利預測3.7%及6.9%,認爲根據2020年上半年的經驗,集團並不憂慮內地疫情反彈。
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