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《大行報告》花旗上調華潤萬象生活(01209.HK)目標價至53元 評級「買入」
花旗發表報告指出,華潤萬象生活(01209.HK)以成為世界一流企業作為長期目標,致力於其五年(2021至2025年)計劃,公司的「2+1」業務模式具競爭力。 該行展望華潤萬象生活前景正面,其商業營運業務規模、效率和品牌影響力處於領先地位,預期今年零售同店銷售增長將達15%至20%,相對於去年上半年增長27%,並料2025年將向150家已開業購物中心提供營運服務。此外,該行料2025年前集團與第三方開發商的物管合約面積淨新增4億平方米,主要受惠於城市空間營運業務轉型。 此外,該行指華潤萬象生活致力於環境、社會和企業管治,且追求股東回報,承諾逐步加大派息力度,且手頭現金充裕達150億元人民幣。鑑於公司盈利年均複合增長率達25%以上,該行確認對其「買入」評級,目標價由50.6元上調至53元。
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