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《大行報告》大摩首予永升生活服務(01995.HK)「增持」評級 目標價17.38元
阿思達克 11-25 11:37
摩根士丹利發表研究報告,預期永升生活服務(01995.HK)的盈利將會翻兩番,2019至2022年的年複合增長率料為63%,主要是受總樓面面積增長及社區增值服務收入增長所帶動。在同業之中,公司是其中一家盈利質素最高的企業。

該行指,公司自2015年起開始通過第三方項目進行擴張。截至2019年底,已管理的建築面積達6,500萬平方米,其中64%是第三方項目。與母公司項目及併購相比,第三方項目擴張將支持公司有更可持續的內部增長,這是物管企業在中期必需具備的能力。

該行首次給予公司「增持」投資評級,並是該行其中一隻首選股,目標價17.38元。

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