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《大行報告》野村首予恆大物業(06666.HK)「買入」評級 目標價18.5元
阿思達克 05-20 11:46
野村發表研究報告,首予恆大物業(06666.HK)「買入」評級,以現金流折現率計,予目標價18.5元。報告稱,受惠母企中國恆大(03333.HK)強勁支持及執行力,公司盈利具高可見度,料快速擴展下2020至2023年間總資產管理規模(AuM)年均複合增長料達50%;並料2020至2023年間純利年均複合增長達50%,屬同業間最佳,受惠盈利能力高於同業(2023年經營利潤率料達30.7%)。

報告稱,在母企支持下,公司社區增值服務具重大潛力,物業代理服務、保險及家居裝修屬重要突破口。社區增值服務2020至2023年間收入年均複合增長料達47%。

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