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《大行报告》瑞银上调华润万象生活(01209.HK)目标价至53.2元 评级「买入」
阿思达克 03-25 09:26
瑞银发表研究报告指,华润万象生活(01209.HK)在华润集团的生态体系下,可与华润啤酒(00291.HK)、华润电力(00836.HK)等姊妹公司协同,并看好其专注向国企提供城市服务的定位。

报告指出,根据姊妹公司年报,预期撇除总部及区域分公司办公室,华润体系下可供管理的面积有6,330万平方米。华润万象生活於今年首两个月锁定10个第三方非住宅管理项目,其中两个来自华润体系,预期未来可获得母企更多支持。

瑞银又预期,作为高端购物中心管理商,华润万象生活可受惠於国家十四五规划下的本地消费升级趋势,华润置地今年2月份租金收入按年增长3%,反映内地高端消费市场表现强劲。瑞银将今明两年盈利预测上调5%及10%,目标价由43.7元上调至53.2元 ,已反映2022年预测市盈率43倍,并给予「买入」评级。

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