《大行報告》大摩相信ESR(01821.HK)股價60日內將升 目標價上調至35.3元
摩根士丹利發表技術分析報告,相信ESR(01821.HK)股價60日內將升,發生機會率超過80%,對其股份評級為「增持」,目標價上調至35.3元。
該行表示,雖然盈利前景改善,但ESR股份近期遭到沽售,令其短期估值更為吸引。大摩提到,集團今年的企業價值(EV/EBITDA)倍數與資產管理公司同行存在巨大差距,看到近期潛在的催化劑有望收窄估值差距,包括未來數月宣布首次派息、資產剝離和新基金推出等。
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