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《大行報告》花旗降ESR(01821.HK)目標價至14元 評級「買入」
阿思達克 03-22 16:16
花旗發表研究報告指,ESR(01821.HK)在充滿挑戰的經營環境中取得令人滿意的業績。公司受到高利率、疫後復甦遜預期及外匯變動不利影響,經調整稅後及非控股權益後利潤(PATMI)為4億美元,按年下降39%,低於預期。不過,ESR的總資產管理規模仍然按年增長7%,達到1,560億美元。 該行表示,ESR將更集中於新經濟領域,並推動更好的估值。該行降其今明兩年盈測各27%,維持集團「買入」評級,目標價為由17.6元下調至14元。
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