高盛:重申世茂服務(0873.HK)買入評級 目標價調高至37港元
高盛發表研究報吿,將世茂服務(0873.HK)目標價由27港元調高至37港元,重申買入評級。
該行維持對集團2021年每股盈利預測,並上調2022至2023年每股盈利預測,以反映收購深兄環境的盈利貢獻及年初至今強勁擴張。該行估計,集團2021至2023年來自收購的盈利貢獻降至30%,而此前為40%。因此,該行上調對其2022年的目標市盈率,由28倍上調至36倍,並調高目標價。
該股現價為2022年預測市盈率26倍,而2021至2023年每股盈利複合年均增長率預測為52%。隨着集團繼續建立全面的競爭力,該行表示看到進一步重估空間。

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