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匯豐證券:首予遠洋服務(6677.HK)買入評級 目標價8.4港元
格隆匯 01-20 16:23

匯豐證券發表研究報吿表示,首次覆蓋遠洋服務(6677.HK)予買入評級,目標價為8.4港元。

報吿指,遠洋服務背靠中國排名前30位的房地產開發商遠洋集團,業務覆蓋以京津翼、環渤海地區為主的全國54個城市。2020年上半年,公司在管面積達到4230萬平方米,其中91%位於一二線城市。除受惠於母公司多元化的項目組合和優質的土地儲備外,遠洋服務可通過與母公司大股東中國人壽保險與大家保險集團的合作,擴大其在商業領域的管理,此兩家中國領先的保險公司在全國均有物業投資。

報吿又指,在母公司及其大股東的支持下,遠洋服務中期能夠穩定增長,預計在管面積將從2019年的4100萬平方米,增加到2022年的1.06億平方米,年均複合增長率將達38%,這將推動物業管理收入和社區增值服務的增長,預計核心盈利在2019-2022年將以39%的年均複合增長率增長。

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