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大和:重申對合景泰富集團(1813.HK)買入評級 目標價14.8港元
格隆匯 06-29 16:10

大和發表研究報告指,日前合景泰富集團(1813.HK)建議分拆從事住宅和商業物業管理業務的合景悠活在主板上市,估計合景悠活的市值為101億至122億元,亦指合景悠活在2017年至2019年,具強勁的收入和盈利年複合增長,維持合景泰富目標價14.8港元,重申買入評級。

該行表示,合景悠活整體收入由2017年的4.63億元人民幣(單位下同),上升至2019年的11.25億元,複合年增長達56%,而盈利則由4400萬元增至1.85億元,複合年增長率達1.05倍,截至去年底,合景悠活在管理的總樓面面積為2200萬平方米。

該行指,隨着合景泰富有更多項目在6月推出,預期6月合約銷售按年錄強勁增長。

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