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《大行報告》大摩微升綠城管理(09979.HK)目標價至7.83元 增長強勁股息吸引
阿思達克 03-25 14:19
大摩發表評級報告指,綠城管理(09979.HK)去年盈利增長達31%,並連續第二年派息率達103%,毛利率表現韌性,受惠收入組合較佳及行業領先的收費率(3.5-3.8%);新訂單呈良好勢頭,按年升21%至104億元人民幣。該行認為,管理層指引在2024年至26年盈利複合增長率達25%以上及派息率逾80%等,屬於十分進取目標。 該行將公司今年及明年盈利預測分別上調2%及5%,2026年則達18億元人民幣,意味著按年分別升26%、23%及19%。該行將其目標價由7.74元上調至7.83元,維持其評級為「增持」。(ca/u) ~
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