《大行报告》汇丰研究上调世茂服务(00873.HK)目标价至28元 评级「买入」
汇丰研究发表报告指,世茂服务(00873.HK)在第三方业务扩张上取得明显进展,今年首四个月已获取第三方总楼面面积约1,200万平方米,达到全年目标的约30%,步伐较去年的10%加快。
公司早前宣布收购环卫服务公司深圳深兄环境67%股权,料将有助拓展市政服务业务,加上公司与多地政府已签署合作协议,预期可成为未来增长动力。
汇丰研究表示,世茂服务对增值服务的发展有清晰规划,并上调其估值基础,由预测市盈率23倍上调至33倍,将目标价由19.4元调升至28元,予「买入」评级。
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