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《大行報告》高盛上調融創服務(01516.HK)目標價至30元 評級「買入」
阿思達克 08-31 10:13
高盛發表研究報告指,融創服務(01516.HK)上半年純利按年增長154%,與去年下半年比較亦增長67%,強勁增長主要來自管理面積提升65%,以及社區增值服務業務按年增長逾2倍所帶來的貢獻。 高盛表示,融創服務業績令人驚喜,物業管理業務毛利率升至26%,高於該行全年預測的22%,向消費者提供的增值服務收入增長2倍,向企業提供增值服務亦增長60%。 考慮到物業管理業務盈利能力提升及社區增值服務表現強勁,該行將其2022至2023年每股盈利預測上調2%至7%,基於2022年預測市盈率約36倍,將目標價由28元上調至30元,重申「買入」評級,認為融創服務將成長為行業龍頭之一。
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