銀河聯昌:上調合景悠活(3913.HK)目標價至17港元 評級“增持”
銀河聯昌發表報吿指,合景悠活(3913.HK)的併購案例可減輕一些投資者對公司併購執行能力的擔憂,同時集團將被納入恆生綜合指數和港股通,將會吸引到更多內地投資者的興趣,上調集團目標價57%至17港元,維持“增持”評級。
該行預期,合景悠活在管總建築面積在2021-23年將會分別增長304%、40%和34%,受惠於快於預期的併購進展,中國內地投資者對高增長股票有很強的興趣,進入港股通後對公司股價積極。
該行上調集團2021-22年每股淨利預測12%-21%,預計2019-22年的核心利潤複合年均增長率為84%。

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