里昂:升綠城服務(2869.HK)目標價至9.9港元 評級“買入”
里昂報告指,綠城服務(02869.HK)管理層對每項主要的社區增值服務業務都考慮了適當的戰略策略,在杭州以外地區普及率仍然較低的情況下,該行對其社區增值服務的長期擴張持積極態度,維持“買入”評級,目標價由8.5港元上調至9.9港元。
但該行也提醒,綠城服務教育和老年人護理方面沒有太大優勢,因為相關業務對專業知識要求更高;此外綠城服務缺乏快速消費品銷售經驗,因此社區中的零售及供應鏈管理也未見優勢。
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