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大行評級 | 摩根士丹利給予融創服務超配評級,看好管理面積及盈利強勁增長空間
uSMART盈立智投 12-23 09:35

彭博新聞社報道,摩根士丹利首次覆蓋融創服務給予超配評級,稱在管理面積擴張和利潤率改善下,預計2019年-2022年盈利年複合增長率達93%。花旗亦首次覆蓋給予買入評級。

摩根士丹利分析師Chloe Liu等在報告中表示,由於融創中國的支持及潛在的併購,預計2020年-2022年管理建築面積年複合增長率達87%。

社區增值服務將成爲融創服務的下一個增長引擎。

2020年的盈利有望達到20億元人民幣。

是物業管理新股的首選,目標價20.98港元,存在39%上漲空間。

花旗報告認爲,融創服務是成長中的行業巨頭,將受益於母公司的支持等。2019 年-2022年管理建築面積的年複合增長率爲89%,利潤年複合增長率爲92%。

目標價21.6港元。

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