《大行報告》花旗下調寶龍商業(09909.HK)、世茂服務(00873.HK)及遠洋服務(06677.HK)目標價
花旗發表研究報告,下調寶龍商業(09909.HK)、世茂服務(00873.HK)及遠洋服務(06677.HK)盈利及目標價預測,認為整體市場面臨挑戰,以及該等公司2022財年上半年業績疲弱。
該行指出,由於租金減免、疫情期間同店銷售增長放緩及行業不利因素持續,該行對寶龍商業的2022至2024財年每股盈利預測下調19%至44%,目標價由10.5元降至3.9元,相當於2023財年預測市盈率4.5倍,維持「買入」評級。
遠洋服務方面,花旗將其2022至2024財年每股盈利預測下調27%至42%,目標價由5.88元降至2.17元,相當於2023財年預測市盈率4.5倍,維持「買入」評級,仍看好其資源優勢,以及對公司向控股股東遠洋集團(03377.HK)及遠洋資本收購物業管理業務天津熙合股權交易感到正面,而公司股息率達14.8%具吸引力。
該行另將世茂服務2022至2024財年每股盈利預測下調50%至60%,預期2022財年純利按年跌75%,主要由於開發商服務下跌,增值服務不利因素及應收賬款減值影響。鑑於預期關聯方應收賬款未償還淨額約22億元人民幣,相信公司需時改善其現金流。對其目標價由5.01元下調至1.8元,相當於2023財年預測市盈率約4.8倍,維持「中性」評級。
股份│評級│目標價
寶龍商業(09909.HK)│買入│10.50→3.90
世茂服務(00873.HK)│中性│5.01→1.80
遠洋服務(06677.HK)│買入│5.88→2.17
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