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《大行報告》摩通上調世茂服務(00873.HK)目標價至21.5元 評級「增持」
阿思達克 03-16 09:57
摩根大通在研究報告指出,世茂服務(00873.HK)雖然自上市以來股價表現疲弱,但相信在管理層的「新三年計劃」下,2020至2023年收入複合增長率超過70%目標將可達成,並在近期跑贏同業。

報告指,母公司世茂(00813.HK)去年第四季下調增長目標,加上市場關注行業併購活動,令公司股價自去年10月起調整了約12%,但考慮到母企支持,以及公司一體化管理新收購第三方項目,令盈利能力有所提升,預期公司可獲重估,達到約35至40倍市盈率。

摩通形容世茂服務為今年的「黑馬」,予「增持」評級,目標價由21元輕微上調至21.5元。

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