《大行报告》里昂下调中海物业(02669.HK)目标价至10.6元 评级「买入」
里昂发表评级报告指,在最健康的开发商中国海外(00688.HK)的保护伞下,中海物业(02669.HK)继续在房地产管理服务板块享受快速增长;其强大的第三方扩张执行能力有助公司确保未来收益,并解释了管理层仍对2021年至25年复合增长率达30%充满信心的原因。
该行指,即使营运环境仍充满挑战,但基于其强劲的净现金状况,公司将会是受惠者之一,故维持其评级为「买入」,目标价则由11.1元下调至10.6元。(ca/u)
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