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富瑞:予融創服務(1516.HK)買入評級 目標價上調至32.79港元
格隆匯 07-22 16:43

富瑞發表研究報吿表示,融創服務(1516.HK)自早前發盈警以來,股價已下跌近16%,較同業表現為差,認為是由於出現獲利回吐和短期房地產板塊負面情緒,預期全年盈利指引或有上調空間,以增強市場對公司高增長的信心,建議投資者趁現時股價下調買入該股,因其擁有穩健的基本因素,將公司目標價由31.12港元上調至32.79港元,予買入評級。

該行表示,有信心公司全年總樓面面積將會超額完成其全年目標,上調合約總樓面面積及在管總樓面面積的預測分別至3.9億平方米及2.4億平方米,按年升幅分別為48%及78%,而隨着服務範圍及資產組合大小進一步擴張,料將使2023年的社區增值服務業務將佔收入的高單位數百分比及毛利率約14-16%,並上調其2021年至22年的盈利預測3-4%。

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