《大行报告》里昂上调融创服务(01516.HK)目标价至31.3元 评级「买入」
里昂发表研究报告指,永升生活服务(01995.HK)终止与彰泰服务的交易後,由融创服务(01516.HK)接手,斥资8亿元人民币收购彰泰服务80%股权,作价较预期永升生活高约9%。
该行相信,融创服务在第三方项目领域的扩张优势与今年3月份的市场调查结果一致,考虑到今年度收购占比提高,将2022至2023年核心净利润预测调低0.1%及0.2%,但同时基於2022年预测市盈率41倍,将目标价由29.1元上调至31.3元,重申「买入」评级,看好仍处於低水平的增值服务业务及融创(01918.HK)的品牌影响力。
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