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匯豐研究給予人瑞人才(6919.HK)“買入”初始評級 目標價45港元
格隆匯 05-24 14:53
格隆匯5月24日丨匯豐研究發佈最新研報稱,非常看好中國的人力資源服務行業,因為這是解決勞動力市場失衡的關鍵。匯豐研究認為人資行業的靈活用工和在線招聘都將有強勁的增長前景。首次覆蓋人瑞人才(6919.HK)、萬寶盛華(2180.HK)和同道獵聘(6100.HK),均給予“買入”評級,但是更加推薦前兩者。人瑞人才是中國最大的靈活用工服務商,其大部分客户都在新經濟領域。公司在三四線城市迅速擴張,這樣有助於服務於客户。匯豐研究給予人瑞人才2021年26倍市盈率,4.2倍市淨率,目標價45港元,相較於上週五收盤價23.85港元存88.6%的潛在升幅。中信證券亦發佈最新研報,認為人瑞人才當前股價處於估值低位,後續忘演繹估值修復行情,維持“買入”評級,給予一年期目標價50港元。
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