《大行報告》大和:九毛九(09922.HK)終止收購廣州商廈 維持「買入」看18元
大和發表研究報告指,九毛九(09922.HK)宣布終止收購廣州商廈項目26%股權,認為管理層已屈服於市場維持輕資產模式的壓力,但據報董事長有計劃改為親自進行收購,相信待商廈開發完成後,董事長會將辦公場地出租予給九毛九。
大和表示,雖然管理層改變決定可能會引發市場對公司治理的擔憂,但若上市公司改為從董事長手中租用辦公空間,長期租賃將是最佳選擇,對股東更為有利,重申對九毛九的「買入」評級,給予目標價18元。
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