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富瑞:升雅生活服務(3319.HK)目標價至40.38港元 重申行業首選
格隆匯 03-19 15:44

富瑞發表研究報告指,雅生活服務(3319.HK)管理層在發佈會上概述了公司的3年計劃,內容涉及擴大規模、服務多樣性、收入增長及優化管理等。有關計劃加強了該行對公司中期業績表現的高度評價。富瑞上調雅生活服務目標價8.81%,由原來的37.11港元升至40.38港元,評級維持“買入”。該行同時重申公司為穩健增長的行業首選。

富瑞表示,公司擁有雄厚的現金實力,因此具較強競爭力,認為公司的規模將以約35%的複合年增長率增長,並在今、明及2020年分別達到4.18億平方米、5.04億平方米及5.95億平方米。此外,確認目前的派息政策將保持穩定,相信將是該行預期公司2020年至2022年的收益率為1%至2%的潛在上行空間。

該行又指,管理層強調今年稍後時間將會公佈股權激勵計劃的詳情及細節,相信將會是下一個近期的催化劑。

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