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海通證券:首次覆蓋首程控股(0697.HK)給予優於大市評級,目標價2.88-3.36港元
格隆匯 11-10 17:55
格隆匯11月10日丨海通證券今日發佈研報,首次覆蓋首程控股(0697.HK)給予其“優於大市”評級,給予公司2020年30-35倍PE估值,對應合理價值區間為204-238億港元,對應合理價格區間為2.88-3.36港元/股。報告稱,首程控股華麗轉身,聚焦停車業務和基金管理新領域。停車業務聚焦核心城市,科技賦能優化管理效率。基金投資人實力背景雄厚,優質投資項目成功上市。值得關注的是公司基金的停車業務投資成功構建停車產業生態圈閉環,實現停車場規劃設計、投資建設、運營管理全鏈條覆蓋。以上模式使得公司在重大交通節點停車業務(如大興機場停車樓的投資建設及運營管理)、市政停車業務上具備核心優勢。
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