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绿城管理(09979.HK)逆市续涨逾10% 获瑞银首予买入评级看5.1元
阿思达克 04-21 12:34
去年7月才以每股2.5元由绿城中国(03900.HK)分拆上市内地房产市场最大代建公司的绿城管理控股(09979.HK)获瑞银首予「买入」评级及目标价5.1元。该股今天逆市突破10天及20天线,最高见3.95元(再度触及上月30日盘中所创高位),半日收3.9元,逆市续涨逾10%,半日成交1,655万股,涉资6,318万元。

瑞银首予绿城管理「买入」评级,目标价5.1元,以反映对公司有正面看法。该报告认为在「三道红线」新规加上中央土地供应等,开发商会在轻资产、逆周期项目管理模式下继续增长,相信投资者忽略了渗透能力潜力,同时也过份担心以项目为基础的收入,该行估计到2030年项目管理收入可达1,000亿元人民币,2020-30年年复合增长13%,预期公司到2025年市场份额将由2019年22%升至30%,故相信公司可维持市场领导地位。此外,该行又估计公司於2020-22年商业及政府项目收入年复合增长将分别达30%及44%,而作为「现金牛」,估计公司派息比率可维持於65%高位。

绿城管理控股首席执行官兼执行董事李军昨天(20日)於市场以每股平均价3.6074元,增持公司27万股,涉及总代价约93万元。增持後,其持股量增至1,592万股,并承诺於市场购买股份自即日起三年内不对外转让。

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