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《大行報告》美銀證券降萬物雲(02602.HK)目標價至27元 股價處特別吸引入市時機
阿思達克 03-14 10:38
美銀發表研究報告指,萬物雲(02602.HK)的利潤率擴張可能低於預期,因此調低其盈利預測,目標價相應由33元下調至27元,重申評級為「買入」。不過該行認為公司股價處於特別吸引的入市時機,因公司與萬科相關,風險可能會大大緩解。 該行亦指萬物雲現時股價為2024年市盈率預測7.3倍,而手頭現金淨額佔其市值60%以上,有潛力提高公司股息。該行認為公司3月中潛在被納入為主要指數,未來或可被納入MSCI和滬港通;金融機構宣布對萬科採取更多支持措施的因素,均為公司業績表現提升的催化劑。 另外美銀預計,萬物雲會基於為開發商提供更多流動性,及併購機會較少時向股東發還利潤的因素,將考慮進一步提高派息率。並預計公司2023年股息收益率約為4%。(js/k) ~
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