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《大行報告》匯豐研究下調時代鄰里(09928.HK)目標價至8.1元 評級「買入」
阿思達克 08-16 09:49
匯豐研究發表報告指,時代鄰里(09928.HK)近期公布了一個穩健的中期業績,收入按年增長66%,盈利按年增長82%。截至6月底,在管面積已經擴大至9,870萬平方米,達到該行對今年底1.07億平方米預測的92%。 不過,匯豐研究指,雖然時代鄰里在第三方擴張和併購方面取得堅實的進展,但由於中小型新上市公司數量的增加和缺乏強大的母公司支持,中小型物業管理公司的估值被市場折讓。該行認為,以前的目標價未充分反映有關因素,最新目標價由13.9元下調至8.1元,維持評級「買入」,目標市盈率由24倍降至14倍,盈利預測不變。
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