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《大行報告》花旗下調寶龍商業(09909.HK)目標價至33.8元 評級「買入」
阿思達克 08-20 09:43
花旗發表報告指,寶龍商業(09909.HK)較好的營運模式鞏固了其在長三角的領導地位,其2021至2023年度盈利年複合增長率達到40%的路徑更為清晰,維持「買入」評級,目標價則由36.8元下調至33.8元,以反映政策導致的市場和行業調整以及局部疫情爆發的影響。 該行估計,寶龍商業下半年將新增18個在管商場,至年底在管商場總數增至89個,到2023年底約有150個。中期而言,集團與騰訊(00700.HK)合作的「智能商場 」在節約成本、消費者及租戶忠誠度方面具有潛在上升空間。
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