《大行報告》花旗上調遠洋服務(06677.HK)目標價至7.8元 評級「買入」
花旗發表研究報告指,遠洋服務(06677.HK)宣佈母公司遠洋集團(03377.HK)簽訂商業運營服務協議,將爲14個寫字樓項目及11個商場項目提供運營服務。
該行預期,公司至2023年將有30%毛利來自商管,利潤年複合增長率將達52%,管理的建築面積將達到1.58億平方米,同時社區增值服務對收入的貢獻也將由16%提升至20%以上,將2021至2023年每股盈利預測上調9%至13%。
花旗認爲,遠洋服務與母企未來更多的資源互享,將有利於公司長遠發展,基於2022年預測市盈率約12.7倍,將目標價調升15%至7.8元,維持評級「買入」。
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