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《大行》美銀證券升華潤萬象生活(01209.HK)目標價至44元 料繼續跑贏中國零售業
阿思達克 07-18 11:07
美銀證券發表報告,相信華潤萬象生活(01209.HK)股價應可繼續跑贏中國零售業表現。儘管上半年股價表現強勁,美銀證券認為該股未來仍有催化因素,包括低比較基數下,下半年同店銷售可能會從上半年的高單位增長進一步改善。公司於2025年擴展至新的業務模式,如Outlet購物廣場及機場商業,亦擴大市場及長遠增長潛力。 另外,在近期收購會員積分系統基建設施及牌照後,華潤萬象生活已準備好加快會員計劃的變現,即向華潤萬象商場以外的品牌及商戶出售積分。 該行將華潤萬象生活目標價上調10%至44港元,並繼續視其在物業管理行業的首選,重申「買入」評級。
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