《大行報告》美銀證券下調融創服務(01516.HK)目標價至27元 評級「買入」
美銀證券發表研究報告指,融創服務(01516.HK)去年錄得強勁增長,但收入按年增長63%,仍較該行預測低13%,核心淨利則較預期高16%。
美銀相信,母企融創(01918.HK)的龐大土儲支持及公司去年收購開元物業,預期未來幾年管理總建築面積將持續增加,預期2020至2023年核心盈利複合增長63%,較同行優勝。
該行預期,融創服務在獲得融創支持的同時,第三方項目佔比也在提升,去年合約面積中有24%來自第三方,佔比按年大幅增加23個百分點,增長可期,重申「買入」評級,目標價由28元下調至27元。
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