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野村:維持時代鄰里(9928.HK)“買入”評級 目標價14.35港元
格隆匯 03-11 11:58

野村發表研究報吿指,時代鄰里(9928.HK)去年純利2.33億元人民幣,按年增142%,與集團早前公佈預期增長140%以上相符。集團收入按年明顯增長63%,其中,物管服務按年增49%。該行維持集團“買入”評級及目標價14.35港元。

該行表示,資產管理規模去年穩步增長42%至6900萬平方米,其中住宅資產管理規模增至2200萬平方米,非住宅資產管理規模增至4600萬平方米。隨着非住宅項目的對物管收入由2019年的39%增至去年約一半貢獻,住宅投資組合的質量也有所提高。而集團的社區增值服務是一個亮點,收入按年增長135%,而去年開發了在線購物平台,令居民服務實現按年增長250%。

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