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《大行報告》里昂下調中海物業(02669.HK)目標價至10.6元 評級「買入」
里昂發表評級報告指,在最健康的開發商中國海外(00688.HK)的保護傘下,中海物業(02669.HK)繼續在房地產管理服務板塊享受快速增長;其強大的第三方擴張執行能力有助公司確保未來收益,並解釋了管理層仍對2021年至25年複合增長率達30%充滿信心的原因。 該行指,即使營運環境仍充滿挑戰,但基於其強勁的淨現金狀況,公司將會是受惠者之一,故維持其評級為「買入」,目標價則由11.1元下調至10.6元。(ca/u) ~
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