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《大行报告》中金升华润万象生活(01209.HK)目标价至61元 评级「跑赢行业」
阿思达克 01-21 15:08
中金发表报告,指华润万象生活(01209.HK)於昨晚(20日)公告收购中南建设关联物业管理公司。报告维持其2021年盈测,上调2022和2023年核心净利润预测各3%,料按年增38%及30%,主要反映对物管板块增长预期的上修。维持「跑赢行业」评级,上调目标价3%至61元,相当於2022年预测市盈率55倍。 报告称,目前估值相当於今年预测市盈率36倍。考虑公司增长基础进一步巩固,认为公司已明确步入配置区间,後续伴随宏观消费环境的潜在改善,料迎来更大上行空间。
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