《大行報告》美銀證券微升中海物業(02669.HK)目標價至12.9元 評級「買入」
美銀證券發表報告指,中海物業(02669.HK)中期核心利潤按年增長39%,較該行預測高出10%,主要受於成本節約措施效率提升。收入按年增長23%,撇除人民幣貶值影響,增長率達31%,符合該行預期。
美銀指,雖然行業競爭激烈,但中海物業的第三方業務擴張步伐依然穩健,上半年新簽約面積按年增長41%,有望實現2020至2025年期間的30%新區域複合年均增長率目標。
基於較高的利潤率預測和人民幣匯價前景,該行將中海物業2023至2025年盈利預測上調2%至3%,目標價由12.8元輕微上調至12.9元,看好利潤增長趨勢,重申「買入」評級。
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