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《大行報告》里昂上調融創服務(01516.HK)目標價至36元 評級「買入」
阿思達克 08-31 15:39
里昂發表研究報告指,融創服務(01516.HK)上半年核心盈利按年大幅增長156.4%,較預測高出27.7%,主因毛利率提升、社區增值服務收入表現強勁及利息收入所帶動。 期內第三方管理面積內生增長率達460%,總建築面積規模達到1,300萬平方米,為未來增長可持續性帶來支持。里昂認為,上市時公司為高管設立股權激勵計劃,預期可成為短期潛在股價催化劑,重申「買入」評級,目標價由34.2元上調至36元。 里昂將其2021至2023年核心盈利預測上調10.5%、10.3%及8.8%,認為在第三方業務及社區增值服務潛在增長下,繼續將融創服務列為行業首選。
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