《大行報告》匯豐研究下調融創服務(01516.HK)及時代鄰里(09928.HK)目標價 認為負面因素很大程度上已反映
匯豐環球研究發表報告指,時代鄰里(09928.HK)及融創服務(01516.HK)上半年盈利表現令人失望,但由於早前已發盈警,因此已有大致預期,但兩企股價昨日(30日)仍然受壓,下跌約5%至6%。
該行認為,兩企的負面因素很大程度上已反映,其中時代鄰里仍處淨現金位置及總應收款穩定,融創服務母企的業務預期在中期亦會穩定。
匯豐研究將融創服務股份目標價由5.8元降至2.6元,由於出現減值,預期集團今年將錄得小量虧損,而明年的盈利預測亦下調11%。至於時代鄰里目標價則由2.5元降至0.8元,兩企評級均維持「持有」。
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