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研報掘金|中金:維持萬物雲“跑贏行業”評級 目標價42.5港元
格隆匯 09-21 15:41
中金髮布研究報吿稱,維持萬物雲“跑贏行業”評級,目標價42.5港元。考慮到公司蝶城戰略落地成果逐步顯現(如蝶城內項目外拓保持增長、基礎物管毛利率逆行業趨勢上行),疊加過去半年來地產beta下行、及市場對公司增長確定性預期調整帶來逢低佈局機會,該行維持萬物云為行業首推標的,看好當前估值下其中長期市值成長空間。該行重申其為物管行業中具備全戰略領先優勢的alpha型標的。
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