中信建投:給予首程控股(0697.HK)“買入”評級 目標價3.24港元
中信建投近日發研報指,首程控股(0697.HK)中期業績高速增長,停車業務收入翻倍,基金規模和收入均有所提升。期內公司更名“首程控股”,結合公司在今年3月份正式調入港股通,中信建投認為公司所處優質賽道和潛在內生增長的價值將會得到更好發掘,進而帶動估值水平的提升。
中信建投上調公司2020-2022年EPS至0.09/0.108/1.13港元(原預測為0.081/0.101/0.126港元),可比公司2020年平均PE估值為30X,考慮到公司在停車資產運營領域的優質佈局和發展潛力,該行給予公司20%的估值溢價,即2020年36X估值,將目標價由2.1港元上調至3.24港元,維持“買入”評級。
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