《大行报告》摩通上调世茂服务(00873.HK)目标价至21.5元 评级「增持」
摩根大通在研究报告指出,世茂服务(00873.HK)虽然自上市以来股价表现疲弱,但相信在管理层的「新三年计划」下,2020至2023年收入复合增长率超过70%目标将可达成,并在近期跑赢同业。
报告指,母公司世茂(00813.HK)去年第四季下调增长目标,加上市场关注行业并购活动,令公司股价自去年10月起调整了约12%,但考虑到母企支持,以及公司一体化管理新收购第三方项目,令盈利能力有所提升,预期公司可获重估,达到约35至40倍市盈率。
摩通形容世茂服务为今年的「黑马」,予「增持」评级,目标价由21元轻微上调至21.5元。
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